- Atlanta, Georgia, United States
- Full-time · Entry
- $55K–$65K per year
- 1+ years
Support client relationships, manage cashiering and money movements, and facilitate firmwide support functions for a wealth management firm.
Compensation
The annualized base pay range for this role is expected to be between $55,000 - $65,000 base salary compensation range. Other rewards may include an annual cash bonus
Responsibilities
- Process and reconcile money movements on behalf of clients
- Interface with external custodian banks for account opening and asset transfer
- Lead account opening and new client onboarding project plans
- Maintain existing client information in the firm’s database
- Support alternative investment processing procedures
Requirements
- Bachelor’s degree