Job description

Client Service/Portfolio Management Assistant

Overview

Founded four decades ago, Pinnacle is a forward-thinking, multi-billion dollar investment advisory firm providing services to individuals, families, institutional investors and other financial institutions. We are seeking an upbeat, motivated professional to work either in our Woodcliff Lake, NJ and/or New York City offices as a Client Service/Portfolio Management Assistant to support two of the firm’s Portfolio Management teams.

Responsibilities

· Act as the front-line client service contact for the Portfolio Management teams including fielding calls and emails from the end-client and coordinating with the Portfolio Management teams to address various client requests.

· Assist in the full life cycle of the New Account/Existing Account process including preparation of firm and custodial account paperwork, communicating with clients and coordinating between the Portfolio Management teams, the firm’s Operations Department and the custodians.

· Processing money movement requests (e.g., journal, wires, ACH transfers), requests related to security transfers, RMDs, charitable gifting and other typical client requests.

· Prepare presentation materials to be used in client and partner meetings.

· Provide typical support services to the PM teams including scheduling client and internal meetings with an understanding of business priorities, preparing internal reports, assisting with quarterly and interim client reporting, expense reporting, etc.

· As needed, model and execute trades in the firm’s Trade Order Management system, Advent’s Moxy.

· Assist in ad-hoc special projects.

Attributes & Qualifications:

· Exceptional client service communication skills and experience working with high-net worth individuals/families and custodians.

· Bachelor’s degree required; minimum of three years’ experience acting in a client service/portfolio management assistant role, preferably for another registered investment adviser.

· Strong knowledge of the technological platforms and procedures of Charles Schwab & Co. (“Schwab”) and Fidelity, including experience with their new account custodial paperwork, money movement forms and other standard custodial forms and documentation.

· Flexibility to split time between our firm’s Woodcliff Lake, NJ and New York City offices. This position is suited for someone who bends with the needs of the day and can adjust their schedule as needed.

· Ability to think outside of the box and solve unexpected problems.

· Ability to manage multiple tasks and assignments while remaining calm and professional including demonstrating an overall positive attitude in the workplace and acting as a cultural leader.

· Experience with the Advent suite of products preferred (including APX Portfolio Management system and Moxy Trade Order Management systems) as well as with a CRM system (preferably Salentica/Microsoft Dynamix).

· Strong knowledge of procedures in the “back office and operations” departments of an investment advisory firm.

Compensation and Benefits

The minimum and maximum annual salary range for this position is $75,000 - $100,000 and is commensurate with industry experience. The position also comes with excellent benefits, including access to healthcare coverage and a 401k/profit sharing plan. Equally important, we believe culture is a priority, seek to treat our staff as family and believe our commitment to providing a positive work environment is an important employee benefit.

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Woodcliff Lake, NJ 07677: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Investment industry: 3 years (Preferred)

Work Location: Hybrid remote in Woodcliff Lake, NJ 07677

learninglandscape.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, learninglandscape.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, learninglandscape.com is the ideal place to find your next job.