The accountant will maintain accurate financial records, manage accounts payable, and perform monthly balance sheet reconciliations. They will also support month-end closing, client billing, and provide ad hoc financial reporting for management.
The Associate Wealth Manager supports senior advisors by delivering wealth and investment planning services and managing client projects. They are responsible for maintaining CRM records, coordinating between internal teams, and developing solutions for complex client financial questions.
The Investment Manager will lead investment due diligence across various asset classes and prepare materials for investment committee reviews. They will also assist with portfolio construction, reporting, and representing the investment team in external client meetings.
