Investment Advisors AssistantGreenville, DE 198076+ MonthsThis role is on-siteInterviews will be one round of video conferenceBACHELOR'S DEGREE REQUIREDDescription:Brokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Brokerage can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Position Summary:This position will support over 800 external Investment Advisors within the Consulting Group division of Wealth Management. The person will be responsible for data feed set-up and ongoing maintenance, onboarding new users, review of user entitlements, and assisting with oversight functions for the Separately Managed Account (SMA) and Unified Managed Account (UMA) programs. This person will act as an intermediary between Financial Advisors and external Investment Advisors to communicate policies and procedures. This person will be tasked with maintenance of a proprietary database and the quarterly manager profile/survey process. This includes aggregating and maintaining monthly performance for Separately Managed Accounts (SMA), mutual funds, and ETFs for the Advisory business within Wealth Management. As a Specialist, you will assist in problem solving, researching, and fielding questions on proprietary applications leveraged by Investment Advisors within Brokerage’s Separately Managed and Unified Managed Account programs.Responsibilities: Train new Investment Advisors on all Brokerage support applications including the processing of trading, and corporate actions and operational activities On boarding new external users to Brokerage proprietary applications Communicate between Investment Advisors, support desk, and Financial Advisors on policies and procedures Setup of products to be used within the Wealth Management Advisory program Assist in testing and UAT efforts for all enhancements to systems utilized by Investment Advisors Set-up Investment Advisors so they can receive daily downloads for reconciliation purposes Monitor daily reports that provide oversight of the SMA program Act as a liaison between the external Investment Advisors and the Corporate Action department for reorganizational offers Maintain internal proprietary database used to generate manager profiles and performance for the Advisory platform Collect survey responses from Investment Advisors on a quarterly basis and generate performance profiles Provide quarterly oversight to the posting and validation of the manager profilesKnowledge and Skills Required: Bachelor’s Degree in Finance or similar concentration required 2-3 years of relevant work experience Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment Ability to manage multiple priorities, work in a fast-paced environment, and meet deadlines Ability to communicate effectively in both verbal and written formats, as well as interact cohesively with all levels of personal, both inside and outside the firm Excellent problem-solving skills Time management and organizational skills High level of accuracy Attention to detail Keep current on all policy and procedural changes Higher level of expertise with Excel, PowerPoint, and WordAbout US Tech Solutions:US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.USTech Solutions | Contingent Talent SolutionsIC compliance services ensure you classify independent contractors (ICs) correctly to avoid legal and financial risks. We handle the paperwork, audits, and legalities, so you can focus on building your team with the best talent. Ensure accurate IC worker classification We manage contracts, tax forms, and other IC documentation We prepare you for potential audits and mitigate risksUstechsolutions
