Associate

Partner with Portfolio Managers to deliver an exceptional client experience across client relationships, account administration, client service, financial planning, onboarding, and regulatory/compliance activities. Responsibilities include scheduling meetings, preparing and coordinating materials, processing new accounts and transfers, tracking transactions, drafting IPS/IP addenda, onboarding new clients, year-end planning support (gifting, RMDs, Roth conversions, capital gains), generating investment and tax-related reports, portfolio rebalancing and cash management assistance, and assisting in financial planning deliverables (net worth statements, retirement projections, cash flow analyses). Strong written and verbal communication, high attention to detail, organizational skills, and proficiency in Microsoft Office; familiarity with Tamarac is a plus. Educational background: Bachelor's degree; professional growth toward CFP®, CFA®, CPA, or MBA strongly preferred.