Daniel Krug & Associates
At Daniel Krug & Associates, we offer a unique full‑service approach, bringing together financial, legal, and tax services with a knowledgeable, caring staff. We work collaboratively to help our clients achieve their individual goals. Our philosophy emphasizes capital preservation first and capital growth next, under a broad umbrella that touches every area of our client’s financial life.
Our primary focus is to help our clients create an individual strategy coordinated with each of their advisors. Their wealth manager is instrumental in bringing together the investment, tax, estate, and risk management components of their overall circle of wealth. Each of these components is interrelated and interconnected. Their team will develop an individual strategic plan and present it to them in an educational and coaching‑based environment.
Role Description This is a full‑time, on‑site Operations Assistant role in Clarkston, MI. The Operations Assistant will be responsible for maintaining client relationships by providing excellent service, assisting with a licensed Financial Advisor in account management, accepting and entering trade requests, setting appointments, and addressing client inquiries and concerns. The Operations Assistant will also collaborate with other team members to enhance client experiences and monitor clients’ financial progress.
Responsibilities Include
Provide support to the portfolio management team, including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
Communicate with the portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client‑related matters.
Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
Interface with client custodians, accountants, attorneys, and third‑party investment managers.
Maintain accurate client information on internal and third‑party systems.
Work closely with custodians and internal operations to ensure accuracy of security set‑up, cost basis, holdings, and other account information.
Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs, including management fees, tax payments, and distributions.
Assist in the preparation of meeting materials for current and prospective clients.
Prepare paperwork for client signature, including advisory agreements, custodial forms, etc.
Additional duties and projects as required to support clients and the team.
Qualifications
Experience:
3 years' experience with a financial advisory firm, preferably, but not required
Required Skills:
Understanding of a broad range of investment products, experience with client service, MS Office proficiency, including excellent Excel and Word skills.
Desired Qualifications : Knowledge of custodial platforms, Redtail CRM, and DocuSign.
To apply to this position, please send your resume and cover letter to clientservices@mydkna.com
#J-18808-Ljbffr
Our primary focus is to help our clients create an individual strategy coordinated with each of their advisors. Their wealth manager is instrumental in bringing together the investment, tax, estate, and risk management components of their overall circle of wealth. Each of these components is interrelated and interconnected. Their team will develop an individual strategic plan and present it to them in an educational and coaching‑based environment.
Role Description This is a full‑time, on‑site Operations Assistant role in Clarkston, MI. The Operations Assistant will be responsible for maintaining client relationships by providing excellent service, assisting with a licensed Financial Advisor in account management, accepting and entering trade requests, setting appointments, and addressing client inquiries and concerns. The Operations Assistant will also collaborate with other team members to enhance client experiences and monitor clients’ financial progress.
Responsibilities Include
Provide support to the portfolio management team, including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
Communicate with the portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client‑related matters.
Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
Interface with client custodians, accountants, attorneys, and third‑party investment managers.
Maintain accurate client information on internal and third‑party systems.
Work closely with custodians and internal operations to ensure accuracy of security set‑up, cost basis, holdings, and other account information.
Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs, including management fees, tax payments, and distributions.
Assist in the preparation of meeting materials for current and prospective clients.
Prepare paperwork for client signature, including advisory agreements, custodial forms, etc.
Additional duties and projects as required to support clients and the team.
Qualifications
Experience:
3 years' experience with a financial advisory firm, preferably, but not required
Required Skills:
Understanding of a broad range of investment products, experience with client service, MS Office proficiency, including excellent Excel and Word skills.
Desired Qualifications : Knowledge of custodial platforms, Redtail CRM, and DocuSign.
To apply to this position, please send your resume and cover letter to clientservices@mydkna.com
#J-18808-Ljbffr