- Junior
- Office in Seattle
- Collects, validates, and analyzes financial data
- Inputs data into financial planning software and the develops of initial planning recommendations
- Assists with ongoing portfolio monitoring and account maintenance
- Interacts with other team members and departments to coordinate the delivery of service to clients
- Provides ongoing support of client relationships, handles day-to-day client requests and issues
Provides efficient and accurate year-end tax information to CPAs
Qualifications:
- Bachelor’s degree in related field required
- 1 year of wealth management and investment advisory experience preferred
- Experience in a public accounting or professional services firm environment preferred
- Insurance knowledge preferred
- Series 65 preferred and/or willing to obtain within 180 days of hire
- Experience with CRM, portfolio accounting, rebalancing and or financial planning software preferred
- Excellent communication, organizational, and client relationship skills
- Ability to work on multiple projects at once while consistently completing projects on time and with few revisions
- Understands firm’s wealth management process
- Ability to function as part of a regional team
- Ability to think critically, take initiative and problem-solve
- Ability to comfortably maintain poise and diplomacy amongst both client and company personnel
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.
Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.
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