Wealth Management Support Analyst

San Francisco, CA

Post Date: 02/24/2018 Job ID: hallmark-2377 Industry: Finance Pay Rate: 50000.00 - 60000.00 YEAR

Exceptional entry-level opportunity to join a highly visible, top-producing wealth management advisory team!  A full-time, direct hire opportunity, this is a support role with a collaborative and successful team and excellent growth potential!  The company offers exceptional benefits, including an onsite cafeteria and gym reimbursement program, and an exciting, dynamic and fun culture!   Compensation consists of a competitive base salary, discretionary bonus and full benefits.

RESPONSIBILITIES:

-          Provide a variety of back-office administrative and operational support to fellow team members

-          Heavy focus on data management, using Excel spreadsheets

-          Ability to manipulate, extract and interpret large amounts of data

-          Create spreadsheets and reports on a daily basis

-          Process improvement and automation, when needed

-          General office support and miscellaneous projects, as requested

 

-           0-3 years of experience (internships are fine) in either accounting, financial services or corporate finance

-           Strong aptitude for dealing with numbers, heavy amounts of data

-           Highly accurate and detailed

-           Intermediate Excel skills, strongly preferred

-           Motivated, eager and willing to learn the wealth management industry

-           Strong desire to grow and advance in role

-           Positive attitude, excellent work ethic

 

Overtime eligible.  Bonus and excellent benefits.

 

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