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