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Client Advisory Associate

Company: Sierra Executive Solutions Inc
Location: Reno
Posted on: January 16, 2022

Job Description:

Sierra Executive Solutions, Inc. (SES) is recruiting for a Client Advisory Associate for a growing Reno company. This position is located in Reno, Nevada and you'll have the opportunity to join a top team and grow your career to the next level.
Duties to include but are not limited to:

  • Daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions, purchases and the opening and closing of accounts.
  • Trust, Fiduciary and Financial Services experience required.
  • Monitor transactions for completion and accuracy.
  • Coordinate investment transactions.
  • Monitor cash balances on a daily basis.
  • Calculate unitrust, total return, and other payments to trust beneficiaries.
  • Coordinate tax related payment information.
    Requirements include:
    • Bachelor's Degree in Business, Economics, Accounting, Finance or related.
    • 3-5 years of experience working for a trust with fiduciary experience.
    • Willingness to continue education (CTFA, CFP, MBA)
    • Industry certification an advantage but not essential - (CTFA or CFP)
    • Excellent written and oral communication skills.
    • General office administration and clerical skills.
    • Strong Excel.
    • Excellent attention to detail.
      A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401k with company match, company paid continuing education, relocation assistance, etc. Salary:
      • $60,000 - $85,000+
      • Bonus 10%by Jobble

Keywords: Sierra Executive Solutions Inc, Reno , Client Advisory Associate, Other , Reno, Nevada

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