Portfolio Associate - Job Description
About the Job:
A well:established, fast growing, investment advisory firm is seeking a team:oriented individual to join its operations staff with opportunity for advancement. Ideal candidate would have 2+ years of financial services industry experience, some knowledge of investments and retirement planning, and a business degree. Excellent phone skills required. Proficiency in Microsoft Word, Excel, and Access is required. Candidate must be a flexible, open:minded:team player with excellent organizational and communication skills. Looking for candidates who are proactive self:starters, possess the ability to handle multiple tasks, are able to work independently or as part of a team, and have a strong attention to detail. Candidates with an operational background as well as a demonstrated history of improving processes will be given strong consideration. We can offer an exciting, fast:paced work environment and the opportunity to play a vital role in the firms growth.
Desired skills and experience:
:Bachelors degree (preference for finance or business)
:Minimum 2 years experience in financial services preferred
:Knowledge of Schwab and TD Ameritrade custodian platforms a plus
:CRPC, AAMS, and Series 65 designations a plus
:PC proficiency required with strong working knowledge of Excel, Word, and Access
:Strong phone skills
:Ambition, high energy, and strong desire to succeed
:Excellent communication and relationship building skills
:Able to perform efficiently in a fast:paced and demanding environment
:Must be able to deal easily with multiple issues and tasks.
:Shows initiative and creativity, taking a long:term approach to improvement and resolution of issues.
:Demonstrates integrity and business:appropriate behavior.
About the position:
:Candidate will form first impression of the company : must be courteous, knowledgeable, and professional. Must develop thorough understanding of firm mission statement and operations.
:Responsible for distributing marketing materials and maintaining material change iterations.
:Position involves daily interaction and problem solving with multiple custodians.
:Candidate will perform client account maintenance as needed.
:Provide assistance with client retirement plans.
:Prepare reports for the CEO and management team.
:Candidate will make outgoing calls to both clients and prospects as needed.
:Candidate will support organization as needed.
:If not already obtained, candidate must willing to obtain CRPC, AAMS, and Series 65 designationsCompany Description
Mainstay Capital Management is an independent, fee:only, Registered Investment Advisor with more than 2 billion under management. Through our portfolio development and management process, MCM takes full advantage of the investment options available in a clients 401(k), 403(b), IRA, or other type of managed account to meet his or her long:term goals and tolerance for risk. At Mainstay Capital Management we are committed to providing professional, personalized service. Additionally, with our staff of Certified Financial Planners and Chartered Retirement Planning Counselors, Mainstay offers advice and develops comprehensive solutions for any financial aspect of our clients life.
|Company:||Mainstay Capital Management, LLC|