Vacancy expired!
What we are looking for –
We are always looking to add STAR Client Services Specialists to our dynamic and growing Investment Operations Team as Portfolio Administrators. The Portfolio Administrator works directly with our Wealth Managers in implementing and maintaining client portfolios and responding to client needs and requests.
This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So if excellent client service is not your thing – this probably isn’t the job for you.)
You will –
⦁ Respond to a high volume of requests from clients and Wealth Managers in a timely and professional manner
⦁ Establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians
⦁ Recommend trades in client portfolios for the Wealth Manager’s review and approval
⦁ Generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each
You are –
⦁ An EXCELLENT communicator (you can write, you can talk, you can make your needs and the needs of our client understood clearly and professionally)
⦁ HIGHLY organized
⦁ A PRO in Word and Excel. (If you have knowledge of and/or experience with Tamarac AdvisorView, Salesforce and iRebal – we’ll like you even more!)
⦁ EXTREMELY detail oriented, with a high degree of accuracy (you LIVE for the details!)
⦁ A TEAM PLAYER who will mentor and help others on your team
We want –
⦁ 2-3 years of prior experience at a Registered Investment Advisor (RIA) firm is extremely desirable.
⦁ Someone who appreciates the art of GREAT CLIENT SERVICE
⦁ Minimum of three years of experience working in financial services and/or investment management.
⦁ Prior project management experience is a plus.
⦁ Bachelor’s Degree in business, finance, economics, accounting or related field
⦁ WINNING personality
We offer –
⦁ Collaborative fun environment
⦁ Commuter benefit up to $270 monthly
⦁ Generous 401(k) match
⦁ Individual and cash profit sharing bonuses
⦁ Generous company contribution to medical benefits
⦁ Summer ‘Give Back to the Community’ outings
⦁ Catered weekly lunch and healthy snacks
⦁ Paid firm retreats
We are –
ASPIRIANT IS A leading independent wealth management firm.
We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.
To Apply
Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions in Austin. From there attach a cover letter and resume for consideration.
Aspiriant is an Equal Opportunity Employer, and is in compliance with San Francisco’s “Fair Chance Ordinance” (FCO).
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
