Hierax Wealth Partners is a boutique multi-family office wealth advisory practice serving the sophisticated wealth needs of individuals, families, and their related businesses and organizations. Our clients, typically in the range of $5 - $50MM in Net Worth, demand a truly concierge approach to their wealth management relationship – driving our practice to adhere to a culture of high achievement and an ever-developing quest for knowledge in the areas of financial planning, tax, estate and investment. This approach fosters a collaborative and transparent relationship with every member of the client’s team, ensuring accountability and successful implementation of their family’s complex financial needs and goals.
The Advisor Support Associate is a detail-oriented executor who can navigate quickly between solving both client-facing and advisor-specific problems as they arise. Typical tasks can range from walking a client through a new performance portal, assisting a client with an incoming retirement plan rollover, preparing client-facing reports for review meetings, and assisting client service associates with complex tasks such as international wires. Our ideal candidate is willing to go outside the box to solve a problem and to always advocate for our client’s best interests. This is a unique opportunity as the Advisor Support Associate will gain exposure to all facets of our practice. For the right candidate, this role can potentially lead to Senior Operations roles or Paraplanner/Junior Advisor roles.
This role is 100% IN OFFICE in our brand-new Westport, CT office.
Job Responsibilities:
- Build and maintain client portfolios in performance reporting software (Black Diamond). This includes (but is not limited to) client onboarding, manual accounts, account retitling and assets held away.
- Compiles all client annual tax documents (primary custodian, assets held away, K1s etc.) and uploads to relevant portal to clients and relevant Centers of Influence (COI).
- Assists advisors in proactively providing relevant COI projected income, capital gains and losses throughout the year.
- Interact with high-net worth clients, along with their trusted advisors (i.e., CPAs, attorneys, paralegal staff) to provide compassionate and superior service with every client and colleague.
- Participates in client meetings to facilitate complex administrative needs (i.e., Estate distributions, asset retitling, etc.) and assists advisors with relevant follow-up. - Assists advisors in distributing invoices and tracking collections.
- Works proactively in all facets of the role, consistently seeking out new opportunities to assist advisors in planning more efficiently, maximizing data integrity, taking the initiative to re-define best practices, and identifying high-impact activities.
- Promptly resolves client service issues effectively and efficiently including, but not limited to: sending and receiving client deposits and withdrawals including but not limited to domestic and foreign wires, assisting clients with online custodian and portal access, writing letters of authorization for client signature and providing proof of fund letters on demand, managing client required minimum distributions, and interacting with client tax and legal professionals regarding client documentation needs.
- Scans, files, and manages on-line documentation. Compiles industry-required KYC data from current or prospective clients and accurately enters data into CRM (Salesforce).
- Consistently documents all client communications within CRM across all communication methods
(fax, call, email).
- Maintains a positive attitude and a willingness/flexibility to help with high priority client issues. A
“no task is too small” attitude is paramount.
- Perform tasks in a manner that display a commitment to excellence and team-defined best
practices.
- Protects clients’ rights by maintaining confidentiality of all personal and financial information.
- Duties will evolve over time depending on firm initiatives and the development of specific skill sets
acquired.
Who You Are:
- A confident and poised professional with excellent communication, time management, and
organizational skills.
- You are self-motivated and demonstrate initiative. You share a passion for process improvement
and for being the best version of yourself every day. You are a self-starter comfortable navigating
through ambiguous environments – knowing you have a d edicated t eam ready t o d ive i n and
support you every step of the way.
- You are a creative thinker with highly developed analytical skills who can quickly master the tools
of our practice - including CRM (Salesforce), reporting tools (Black Diamond), and RIA / Custodian
Systems (Fidelity, Schwab)
- Advanced proficiency with Microsoft Office products, especially Word and Excel, is essential. You
will be responsible for the full functionality of software packages, reporting, and technology
applications.
- You are comfortable working in a fast-paced, growth-oriented environment.
- You have the ability to remain calm, think on your feet, and exercise sound judgement under
pressure.
- You are a low-ego team player who is excited about working in a true team, collaborative
environment.
Requirements:
- 2-3 years of applicable financial client service experience
- Associate or Bachelor’s Degree
- Eligibility to work in the US
Ability to work in our Westport, CT office Monday-Friday 8:30AM to 5PM
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
