Account Administrator - Wealth Management

Imprimis GroupDallas, TX

$70,000 - $75,000 / year

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Compensation

$70,000-$75,000/year

Job Description

ACCOUNT ADMINISTRATOR – WEALTH MANAGEMENT DIRECT HIRE $70-75k DALLAS, TX |ONSITE Seeking an experienced professional Account Administrator for a highly confidential elite private wealth management firm in Dallas, TX. This is an opportunity to join a dynamic Wealth Management Firm to cater to high-net-worth individuals and families nationwide. The Account Administrator will be exposed to high finance, taxes, trusts, estates, asset allocation and portfolio management, overseeing large financial transactions, tracking of funds and allocating funds in various accounts. EXTRAORDINARY BENEFITS: 90% EMPLOYEE PAID HEALTH BENEFITS SEP-IRA ELGIBILITY | EXCELLENT PTO BENEFITS | PRIVATE OFFICE | BONUS ELIGIBILITY COURSEWORK REIMBURSEMENT | COMPENSATION BASED ON EXPERIENCE JOB RESPONSIBILITIES: Provide highest standards of customer relationships and serve the financial needs of the firm’s clientele. Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management. Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships. Prepare, file, and update account and client-related documents. Update daily, monthly, and quarterly data and reports related to financial portfolios. Interact with clients and assist with non-investment-advice matters. Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time. QUALIFICATIONS AND SKILLS: Bachelor’s degree from a 4-year university in a finance or relevant field. Strong communication skills, both verbally and in writing. Strong computer skills (Excel, PPT, Word, Outlook, Adobe) Able to work onsite M-Thursday and ½ day on Friday. Be adaptable and learn new concepts, systems, and software quickly. Highly motivated to get the job done correctly the first time, every time, without errors. Be able to complete projects timely, effectively, efficiently, and accurately. Work well without supervision by being able to set priorities. Be able to maintain confidentiality, and be loyal and trustworthy. Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner. Be able to work well with high-net worth clients, colleagues, and vendors. Qualified candidates send resumes to recruiting@imprimis.com #Financialanalysis #Excelproficiency #HighNetWorth #Investmentportfolio

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Account Administrator - Wealth Management Jobs at Imprimis Group

What is the work location for this position at Imprimis Group?

This job at Imprimis Group is located in Dallas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Imprimis Group?

Candidates can expect a pay range of $70,000 and $75,000 per year.

What employment applies to this position at Imprimis Group?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Imprimis Group?

You can apply for this role at Imprimis Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.