JOB SUMMARY

Our Albany office is looking for a Wealth Advisory Assistant to create and maintain excellent client relationships as well as perform clerical and administrative functions to support the department.

JOB DESCRIPTION

• Handle production work specific to wealth management
• Execute trades for various platforms
• Preparation of client reports and documentation
• Process distributions
• Ensure compliance with applicable regulations
• Draft correspondence, schedule appointments, organize and maintain paper and electronic files, or provide information to callers
• Operate office equipment such as copiers, phone systems, and use computers for spreadsheet, word processing, database management, and other applications.
• Answer telephones and give appropriate information to callers, or transfer calls to appropriate individuals, and manage Salesforce.
• Learn to operate new office technologies as they are developed and implemented.

WHAT WE ARE LOOKING FOR

• Securities licenses, Series 7 and Series 66 required.
• Experience with Morningstar, DST Vision, and NetXpro.
• Attention to detail and willingness to learn – Accuracy in performing tasks and the ability to understand what is being communicated by asking appropriate questions to obtain correct information.
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
• Time Management - Managing one's own time and the time of others.
• Writing - Communicating effectively in writing as appropriate for the needs of the audience.
• Speaking - Talking to others to convey information effectively.
• Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
• Computer Skills – Ability to operate excel spreadsheets, word processing and email programs. 
• Teamwork – Ability to function within a group of co-workers and learn to work with different types of people.
• Confidentiality – Ability to keep client and employee information confidential and to not participate in office gossip.

For job postings in our Albany location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications.  A reasonable estimate of the current range for this position is $62,500 to $90,000.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.