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Posted: Monday, October 9, 2017 12:04 AM

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Company Name:Senior Tax and Insurance Advisors PLLC and Donato Wealth Management

Compensation$35,000 to $65,000 Annually

Benefits Offered Medical

Employment Type Full-Time

Foundations Investment Advisors and Donato Wealth Management (DWM) are dedicated to helping investors make sense of their current and future financial lives. As a SEC Registered Investment Advisor (RIA), we have the experience, knowledge, and education needed to help clients in all stages of planning to navigate the ever-changing economic landscape. As a licensed fiduciary and fee-based planning asset management firm, client confidentiality is imperative.

We need a CLIENT RELATIONSHIP AND OPERATIONAL MANAGER and an APPLICATION PROCESSOR who can grow with us. The right candidates will be very proactive and exemplify client/advisor customer service. Additionally, they will need to be extremely diligent, organized, and possess stellar time management skills.

CLIENT RELATIONSHIP AND OPERATIONS MANAGER

RESPONSIBILITIES:

• ​Onboarding new client accounts, processing outgoing and incoming asset requests and RMD's. Our custodial relationship is with TD Ameritrade, and previous experience with them is a plus, but not required.
• Maintaining data systems for portfolio management and performance reporting.
• Batching and sending quarterly statement and billing. Previous experience with • Advent/Black Diamond is also a plus, but not required.
• Providing exceptional customer service to our clients by answering basic questions about their accounts and diligently detailing your conversations into our Redtail CRM system.

QUALIFICATIONS and EXPERIENCE:

• Minimum of one to four years progressive administrative and customer service experience in wealth management.
• Proficiency in PC fundamentals, MS Windows, MS Word, MS Excel, PowerPoint, and Adobe Acrobat.
• Excellent interpersonal skills (in both oral and written communication, including making and receiving client phone calls), problem solving, planning, organizing, quality control, flexibility, and adaptability.
• Other "plus" skills include familiarity with financial services software -- specifically TD Ameritrade, Fidelity, Advent/Black Diamond, Sharefile, and Redtail.
• Candidate needs to exhibit high attention to detail and to be a self-starter who requires minimal supervision. A positive mental attitude is a must.
• PROFESSIONAL BUSINESS ATTIRE with casual Fridays.

APPLICATION PROCESS: Please send cover letter and resume to: jimyek@att.net.

SALARY: $45,000 - $65,000 annually (with potential bonuses).

APPLICATION PROCESSOR

RESPONSIBILITIES:

• Data entry and accuracy audit of new client applications.
• Initiate incoming and outgoing asset transfers and RMD's. Our custodial relationship is with TD Ameritrade and Fidelity. Previous experience with them is a plus, but not required.
• Provide exceptional customer service to our advisors by answering basic questions about their accounts and diligently detailing your conversations into our Redtail CRM system.

QUALIFICATIONS and EXPERIENCE:

• Excellent interpersonal skills (in both oral and written communication, including making and receiving client phone calls), problem solving, planning, organizing, quality control, flexibility, and adaptability.
• Other "plus" skills include familiarity with financial services software -- specifically TD Ameritrade, Fidelity, Advent/Black Diamond, Sharefile, and Redtail.
• Candidate needs to be a self-starter who requires minimal supervision and someone with a positive mental attitude.
• PROFESSIONAL BUSINESS ATTIRE with casual Fridays.

APPLICATION PROCESS: Please send cover letter and resume to: jimyek@att.net.

SALARY: $35,000 - $45,000 annually.

Company address: 1601 Medical Parkway, Suite 230, Cedar Park, TX 78613

• Location: Austin, Cedar Park, TX

• Post ID: 23643998 centraltexas
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