Management Associate: Wealth Advisory

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Management Associate: Wealth Advisory
Duties: Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries as part of RM team. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed. Cover situations that arise when other team members are out of the office. Act as an initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required. Prepare presentation material for meetings and coordinate with investment, tax or other departments to ensure deadlines are met. Plan and coordinate all aspects of client meetings. Develop a strong knowledge of all aspects of Wealth Advisory functions, policies, procedures and best practices, including financial planning and its supporting systems (Global Plus, Salesforce, Wealth View). Develop a strong foundational knowledge of administrative, legal, compliance and tax principles regarding trust administration as well as fundamentals of financial planning. Become a subject matter expert on all aspects of basic administrative duties including daily transaction processing for cash and securities transfers, check requests, gifts, deposits, routine and semi-complex client requests, account opening, overdraft resolution and any other functions essential to the basic management of client accounts and demonstrate the ability to perform all of these duties without oversight. Coordinate with Securities Operations and other business partners until transactions or matters are resolved to full completion. Review and prepare discretionary requests for approval (with the supervision of RM/WA). Review relevant documents and prepare trust summaries, understand and implement power to adjust, trust terminations, distributions, receipt and releases, special asset policies and procedures, attainment of age and other trust administration requirements. As necessary, transition relationships to new RM teams to support internal succession planning. Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas, effective working relationships with colleagues and peers and to develop presentation skills. Assist and train others, as needed, and perform other duties and responsibilities as assigned.

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