Financial Services Analyst in Raleigh, NC at Vaco

Date Posted: 4/8/2021

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Raleigh, NC
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    4/8/2021
  • Job ID:
    FINAN43867

Job Description

Financial Client Services Professional

Job Duties:

  • Directly supports the operations department and COO
  • Assist with internal accounting, benefits administration, and payroll
  • Sets up and maintains client accounts, as well as completes all firm and client paperwork
  • Assists portfolio managers with client transactions, including asset transfers, report preparation and portfolio & investment strategies
  • Follow direction of portfolio managers regarding purchases and sales of securities
  • Maintain data quality and develop reports for senior managers
  • Assist portfolio managers in planning, preparing and conducting client meetings
  • Prepare standard client reports and respond to administrative inquiries
  • Will participate in client meetings, but with no advice capacity
  • Responsible for gathering data, financial modeling, developing a financial plan for clients and present to clients
  • Processed incoming and outgoing check, wire requests and ACH for advisory accounts
  • Assist with the account closing process for advisory accounts

Job Requirements:

  • Bachelor's degree in Business Administration, Finance or Accounting
  • Understanding of market trends, stock, portfolio accounts
  • Strong Excel and reporting experience
  • Customer/Client facing experience