Eton Advisors Group LLC · 1 day ago
Wealth Management Analyst
North Carolina, United States
Full-time
Onsite
Entry, Mid Level
2+ years expEton Advisors Group, LLC is a Multi-Family Office dedicated to providing high net-worth clients with sophisticated wealth management services. The Wealth Management Analyst will work directly with clients to address their financial needs, manage transactions, and enhance client relationships.
Financial Services
Hiring Manager
Ashwini Ashok
Responsibilities
Serve as the primary point of contact for all service-related needs of clients
Responsible for maintaining and enhancing client relationships through service excellence
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, technical experts, and virtual partners
Assist with preparation of financial reports for clients
Coordinate annual insurance review and premium payments
Coordinate and follow through on account inquiry, transaction and maintenance requests across all accounts and entities
Account opening contracts and funding; USD and foreign currency monetary transactions; transfers; charitable gifts; corporate action responses; tax reporting inquires; bill pay; bill pay analysis
Prepare client meeting presentations and follow up action item communications
Create prospect preparations, pitch books, and formal presentations
Assist with foundation administration
Manage and update data integrity for internal database
Assist with onboarding of new clients
Maintain client files according to office procedures and compliance requirements
Manage incoming and outgoing client mail. Prioritize and escalate to appropriate team member
Schedule client meetings in coordination with Eton’s annual calendar
Perform administrative tasks, such as: answering phones; scanning, and meeting room set-up
Assist with other projects and duties as assigned
Qualification
Required
A minimum of 2 years' experience preferred, ideally in accounting or financial services industry
Excellent interpersonal and communication skills, both written and oral
Aptitude for financial and investment concepts
Intelligent, proactive, well organized, attention to detail, ability to multi-task, keep track of open items
Desire/ability/flexibility to work successfully in a small boutique environment
Excellent computer skills are a must
Excellent organizational skills, ability to multi-task and attention to detail is a must
Proactive and willing to go over and beyond what is asked for
Excellent verbal and written communication skills
Ability to work independently in a fast-paced team environment with minimal supervision
Excellent proficiency in MS Office Suite and video conferencing technology
Resilient
Intellectual curiosity, teachable, coachable and willing to learn
Polished and professional demeanor (over the phone and in person)
A minimum of two years' experience in a similar role or related business experience
Analytical & independent problem-solving skills
Demonstrated teamwork qualities
Successful candidate must be results driven, detailed oriented and a motivated self-starter
Familiarity with Finance, Investment, Accounting and Legal terminology is a must
Preferred
College degree Preferred
Company
Eton Advisors Group LLC
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase