Duties & Responsibilities:

• Daily, monthly, and quarterly monitoring of clients' portfolios.
• Ensure the Investment Statement has been completed and signed by client.
• Ensure the Investment Objective of each portfolio is functioning within established parameters.
• Manage monthly distributions/contributions for each portfolio.
• Initiate rebalancing as appropriate to facilitate portfolio management are operating within established parameters and risk tolerances.
• Oversee performance reporting software which reflects independent investment returns for those clients utilizing the service.
• Evaluate current and prospective portfolios for clients needing a more in-depth review.
• Review the portfolio construction of individual accounts to ensure appropriate asset allocation as well as compliance with current policies and guidelines.
• Work with client advisors and current and prospective clients to develop comprehensive financial plans specific to the unique needs of our clients.
• Work closely with new business efforts to develop relationships.
• Other duties as assigned.
• Supervise, train, direct, develop, and evaluate support staff through ongoing communication and team building.

Qualifications:

Knowledge:

• Strong oral and written communication skills
• Advanced investment concepts, practices, and procedures used in the securities industry
• Sound understanding of the financial markets system
• Good working knowledge of portfolio management concepts, accounting, data processing systems, procedures, and controls

Ability:

• Take initiative to overcome significant problems
• Analyze and solve problems from a choice of standard procedures
• Perform duties under frequent time pressures and constant interruptions
• Maintain mental concentration and visual attention for variable lengths of time
• Multi-task and work in a fast-paced, team-oriented environment

Education & Training:

• Requires Bachelor's degree in Finance or Accounting.
• Requires 5 or more years of professional work experience.
• Pursuant of CFA Charter or like designation.
• Requires knowledge of Microsoft Office.

EOE of Minorities/Females/Vets/Disability