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Posted: Sunday, March 12, 2017 4:28 AM

Job Description:/h3:
Wealth Planning Asset Management (WPAM) is a boutique Financial Services firm located in Bedminster NJ. We provide holistic financial solutions to individuals and families primarily between the net:worth of 10MM: 250MM. Our firm has two business segments. Firstly, the Asset management segment focuses on Investment Management across Asset Classes, Family office solutions, and Wealth Legacy solutions. Secondly, the Advisory segment focuses on financial planning, tax optimization, philanthropy and insurances.

WPAM is a small team of professionals working in harmony with each other.
We seek a motivated professional with proficiency and inclination to take a hands:on approach towards administrative and operational responsibilities in the firm. We envision the employee to grow within the firm over a long term. Some of the key responsibilities are as follows:
1. Client Documentation: The person will be responsible for facilitating document processing, maintenance and completion for our clients on an ongoing basis.
2. Assisting in Firm Compliance: The person will be required to work the with investment management team, towards timely completion of required documentation, and continuous oversight of firms operation within the regulatory framework.
3. Client Interactions: The person will be required to master our web:based technology platforms, to familiarize our clients with our technology based, value addition solutions
4. Marketing Materials: The person will be required to assist and engage the team in creating power:points, brochures and other technology driven solutions.
5. Miscellaneous: The person will be required to support the Chief Investment Officer with generic assistance on various activities such as appointment scheduling, trip planning, and other miscellaneous operational activities.
Skill:set Required:
Strong grasp of Microsoft Office Excel, Word, and Powerpoint
Proficiency at interpersonal skills
Ability and willingness to learn.
Ability to thrive in a Fast paced environment
Ideal Academic Background: Bachelors Degree
Company Description:/h3:
Wealth Planning Asset Management is a boutique Financial Services firm located in Bedminster NJ. We provide holistic financial solutions to individuals and families primarily between the net:worth of 25MM: 1BN. Our firm has two business segments. Firstly, the Asset management segment focuses on Investment Management across Asset Classes, Family office solutions, and Wealth Legacy solutions. Secondly, the Advisory segment focuses on financial planning, tax optimization, philanthropy and insurances.

Source: https://www.tiptopjob.com/jobs/64729928_job.asp?source=backpage


• Location: bedminster, Staten Island

• Post ID: 95484297 newyork
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