Wealth Management Analyst

Lloyd Crescendo Advisors LLC - Miami, FL 33131
Lloyd Crescendo Advisors LLC - Miami, FL 33131
Lloyd Crescendo Advisors LLC - Miami, FL 33131
Job Description
As a Wealth Management Analyst for the firm, you will work with our investment advisors and Chief Investment Officer to bring in new clients and to serve existing clients. We recommend traditional, alternative and sustainable investments to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:

- Assist investment advisors in the day-to-day management of their existing clients, including daily monitoring of portfolios at different custodians as well as all other specific client requests (transfers, credit cards, etc);
- Analyze client questions, requests and problems and provide appropriate responses and solutions for routine issues; accurate handling of administrative responsibilities and professional communications with clients;
- Prepare investment proposals, portfolio allocation presentations and help in the creation of various Excel spreadsheets that will be used within the company;
- Prepare client account opening documents for new clients, follow up with existing custodians and enter data into banking software (Redtail, BRT, etc.);
- Provide research and data analytical support to the CIO as it relates to current or potential investment opportunities;
- Develop and maintain a current knowledge of investment strategies and products;
- Help in the organization of the office and assist advisors in ways that optimize procedures and ensure excellent customer service;
- Accurately follow risk, compliance and Know Your Customer policies;
- Monitor the various marketing channels of the company (Linkedin, website etc);
- Attend various meetings, webinar and conferences and write reports.
$15 per hour
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