About this role
Sr. Advisory Associate at Employer. Location: Los Angeles, California, United States. Role: managing relationships, processing transactions, monitoring alerts Requirements: 5+ years in wealth management or financial services; strong knowledge of account types and custodial/estate documents; exceptional organization, communication, and problem-solving; proficiency with Microsoft Excel, PowerPoint, and Word; custodial platform and CRM experience preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM, custodial platforms, Fidelity, Schwab Commitment: Full Time Workplace: Onsite Languages: English