Details
Posted: 13-Jul-22
Location: Columbus, Ohio
Type: Full Time
Required Education: 4 Year Degree
Salary: $50,000-$60,000
Categories:
Wealth Management
Sector:
Wealth Management
Salary Details:
Bonus potential 10%
Additional Information:
2 openings available.
Our Team
At Budros, Ruhlin & Roe we embrace diversity, partnership and collaboration, capitalizing on each team member's strengths. Our culture of focusing on each client's distinct needs has led us to develop a team structure and approach to serving our clients. This approach has been met with great success, and while we have experienced substantial growth since the firm’s founding in 1979, our goal remains to build long lasting relationships with our clients, starting with a plan and strategies customized just for them.
At Budros, Ruhlin & Roe you’ll have the support and resources to build your career through mentoring, team collaboration and learning opportunities. We want our team members to feel like family by supporting their professional growth and providing a well-rounded benefits package along with a fun and collaborative team environment.
Position Summary
This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff. This position is on the track to become a Financial Advisor.
Essential Duties and Responsibilities
- Ensure the timely completion of assigned tasks related to client records
- Direct client contact via email or phone
- Coordinate oral and written communications and client related documents
- Prepare quarterly client portfolio reports
- Verify the accuracy of the information contained in client reports
- Prepare account applications and general account maintenance
- Assist in the portfolio rebalancing process
- Complete special projects
Required Skills and Experience
- Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required.
- Excellent oral and written communication skills.
- Working experience in a Windows environment
- Proficiency in Microsoft Office applications
- Experience working with Web-enabled applications and database software
Preferred Skills
- 1 -3 years of experience in the financial planning field is preferred
- Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM databases
Education and Job Experience Requirements
- Bachelor’s degree in the field of financial planning or finance
- The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation
