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Supports the firm's investment management process through daily trading, portfolio rebalancing, investment performance analysis, model management, research, and operational support. Executes trades across mutual funds, ETFs, equities, and bonds; audits transactions, fees, cash balances, and securities; assists advisors with trading procedures; conducts education sessions; monitors market risks; and improves trading processes.

Supports daily operations of a wealth management office by coordinating administrative workflows, greeting clients, managing calls and calendars, supporting advisors, tracking meeting action items, handling facilities and vendors, assisting with compliance and technology needs, coordinating events, and completing special projects. The role requires professionalism, discretion, organization, multitasking, and strong communication skills.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, servicing existing clients, analyzing client data, documenting activities in CRM and financial planning systems, and maintaining knowledge of regulations, markets, and financial products. The role requires client interaction, strong financial planning expertise, and an active professional license or designation.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, servicing existing clients, analyzing client data, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products. The role requires direct client interaction, independent judgment, and an active financial services license or recognized professional designation.

Manage advisory billing operations for investment management, financial planning, and consulting arrangements. Responsibilities include processing fees, setting up and terminating billing accounts, calculating refunds, reconciling billing data with custodians, resolving exceptions, auditing processes, tracking receivables, supporting advisors and clients, coordinating with internal teams and vendors, updating procedures, and delivering billing training.

Supports nationwide wealth management and client service teams by administering operational systems, user access, rep codes, account movements, alternative investment orders, reconciliations, ticket resolution, and workflow processes. The role documents transactions, maintains audit trails and data integrity, monitors service levels and compliance risks, resolves operational issues, communicates with internal and external contacts, and contributes to process improvements and departmental projects.

Supports lead advisors by preparing comprehensive financial plans, implementing investment strategies, processing account transactions, and serving existing clients. Analyzes client data, identifies planning opportunities, executes service requests, maintains accurate CRM and financial planning records, and stays current on regulations, markets, and financial products. The role requires an active financial services license or recognized professional designation, strong financial planning knowledge, and excellent client communication skills.

Supports revenue accounting, ASC 606 compliance, advisor compensation, payroll and bonus accruals, cash collections, reconciliations, month-end close, audits, internal controls, and acquisition-related revenue integration. Partners cross-functionally with Accounting, Finance, Billing, Treasury, Payroll, Corporate Development, Technology, and auditors. Supervises one advisor compensation analyst and contributes to process documentation and continuous improvement.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, ensures timely execution of client requests, monitors regulations and market trends, and contributes to client retention and satisfaction.

Oversee the company’s ESOP as a fiduciary, protecting employee-owner interests and ensuring compliance with ERISA, IRS, DOL, and applicable regulations. Responsibilities include plan administration, valuation oversight, regulatory filings, stakeholder communication, conflict resolution, transaction approval, performance reviews, and employee education. The trustee will coordinate with appraisers, recordkeepers, legal counsel, management, and other service providers while ensuring accurate share allocations, distributions, disclosures, and plan amendments.