Veritas Partners
Finance Advisor, Finance Rotation Program (Cohort 10)
McLean, VA $62,500.00-$93,500.00 5 days ago
Base pay range $125,000.00/yr - $165,000.00/yr
Responsibilities
Responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations
Effective communication with both internal and external contacts including prospects and clients
Ownership of collaboration with outside advisors (accountants, attorneys) to deliver the highest level of client experience
Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
Organize and manage client meetings from start to finish
Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
Understand fiduciary applications relevant to client relationships
Proactive resolution of client inquiries
Prepare letters and other client communications
Complete customized analyses and/or reporting as requested by clients
Strong understanding of competitor and industry products and services
Qualifications
Bachelor’s degree required; degree in Finance or Business preferred
Minimum of 6+ years of relevant work experience
Experience with Trusts and Fiduciary-based relationships
CTFA preferred
Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
Strong management skills and leadership experience, with the ability to train and develop junior colleagues
Desire to learn and the ability to learn quickly
Superior client service and communication skills
Seniority level Associate
Employment type Full-time
Job function Analyst, Finance, and Accounting/Auditing
Industries Banking, Investment Management, and Financial Services
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Base pay range $125,000.00/yr - $165,000.00/yr
Responsibilities
Responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations
Effective communication with both internal and external contacts including prospects and clients
Ownership of collaboration with outside advisors (accountants, attorneys) to deliver the highest level of client experience
Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
Organize and manage client meetings from start to finish
Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
Understand fiduciary applications relevant to client relationships
Proactive resolution of client inquiries
Prepare letters and other client communications
Complete customized analyses and/or reporting as requested by clients
Strong understanding of competitor and industry products and services
Qualifications
Bachelor’s degree required; degree in Finance or Business preferred
Minimum of 6+ years of relevant work experience
Experience with Trusts and Fiduciary-based relationships
CTFA preferred
Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
Strong management skills and leadership experience, with the ability to train and develop junior colleagues
Desire to learn and the ability to learn quickly
Superior client service and communication skills
Seniority level Associate
Employment type Full-time
Job function Analyst, Finance, and Accounting/Auditing
Industries Banking, Investment Management, and Financial Services
Referrals increase your chances of interviewing at Veritas Partners by 2x
Get notified about new Wealth Manager jobs in
Washington, DC .
#J-18808-Ljbffr