Teams at RKL

Supports Wealth Advisors and Investment Analysts with financial planning, investment research, asset-class and securities analysis, client goal and risk assessment, and portfolio reviews. Participates in professional development, networking, community outreach, team-building, and process-improvement initiatives. Requires strong organization, communication, analytical, interpersonal, and problem-solving skills while managing multiple priorities and deadlines.

Prepares tax returns, working papers, journal entries, and financial statements; performs audit testing and reviews financial information for clients. Provides bookkeeping, tax compliance, client support, and business advisory services across various entities and industries. Associates communicate with clients, meet deliverables, research technical issues, support interns, identify service opportunities, and participate in continuous learning. Local and non-local client travel, occasional after-hours work, and weekend work may be required.

Supports Wealth Advisors and Investment Analysts with financial planning, investment research, asset-class and securities analysis, client goal and risk assessment, portfolio reviews, and efficiency initiatives. Participates in networking, leadership development, team-building, and community outreach activities while developing communication, analytical, organizational, and problem-solving skills in a wealth management environment.