Cassaday & Company Inc. is an independent boutique wealth advisory firm, a top wealth management firm in the country, and Virginia’s #1 financial advisor. We are seeking an organized and highly professional individual to join our Financial Planning team as part of our client Onboarding department of four.
The Financial Services Associate will work directly with senior executives, our support team, and our clients in an administrative support capacity with the opportunity for advancement. This is not a sales role.
Independently managing the account consolidation process of 30+ households at a time for new clients in the onboarding process
Communicating action items, the consolidation progress, and next steps to each client household on a daily basis.
Maintaining a flow of communications internally on consolidation progress and account specific action items.
Auditing the flow, progress of, and results of requests submitted to other institutions for accuracy.
Researching the transfer requirements of other institutions and developing standard processes to fit those needs.
Establishing client profiles, opening new financial accounts, and preparing validation documents tailored to fit company specific formats.
A Bachelor’s Degree
Strong organizational skills and attention to detail
Ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment
Proficiency with Microsoft Word, Excel, and Outlook
Excellent verbal and written communication skills
Ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs
About Cassaday & Company
At Cassaday & Company, Inc. we provide independent investment advisory and financial planning services to over 2,200 households and manage over $3 billion in assets. Our firm is on the Barron's list of top 100 advisors in the nation, has been recognized as a top financial advisor in Virginia, and is nationally recognized as a leader in the industry.We are a group of talent rallied around the simple concept that people want unbiased, impartial, and objective advice that provides the tools necessary for them to be good stewards of their wealth. Our Mission: To provide objective guidance to investors seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service– at a reasonable price.