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Posted: Wednesday, October 25, 2017 8:41 AM

Job Description:/h3:
Wealth Management Client Services /Operations Director
Company Description
Friberg Wealth Management (FWM) is an independent wealth management firm specializing in providing Financial Planning and Wealth Management services to clients in Northern Virginia for over 20 years.
Our Mission is to help our clients enrich their lives by partnering on an inspiring journey towards their goals and dreams. We accomplish this by building strong personal relationships, providing personalized service and offering comprehensive fee:based financial planning and proactive wealth management strategies.
Job Description
Friberg Wealth Management is seeking a full:time Operations Director to join our team to service our clients accounts and manage the operation of our Western Loudoun office.
Job Responsibilities
This position is responsible for supporting our team to deliver outstanding service and financial guidance to our clients to include:
:Promptly responding to daily client requests and inquiries to address questions, identify issues and facilitate problem resolution to meet the needs of our clients
:Office Administration to include: telephone support, meeting scheduling and confirmation, client communications, meeting preparation, post meeting follow:up, account application processing, asset transfer tracking, trade blottering, account maintenance, filing, ordering supplies, maintaining CRM and office software applications, ad:hoc projects
:Audit preparation, monthly broker:dealer reporting and on:going maintenance of files/records to meet regulatory compliance requirements
:Assisting with financial planning and marketing efforts as needed
:Other Administrative duties as assigned
Qualifications
:Bachelors degree, preferably in finance, accounting, business or related field
:3+ years client service/office management experience in Financial Planning Services, brokerage or banking industries dealing with confidential client information (Independent Advisor office experience highly preferred)
:FINRA Series 6 or Series 7 (highly preferred) with clean U:4
:Client service focused with exceptional interpersonal skills
:Excellent verbal, written, analytical and problem solving skills
:Self motivated : able to work independently with minimal supervision
:Detail oriented with high level of accuracy
:Aptitude for software applications with proficiency with Word, Excel and Outlook
:Professional demeanor, ethical, honest and reliable
:Flexible personality : able to multi:task and manage competing priorities
Salary commensurate with experience and licenses. Please submit a resume.
Securities offered through Securities Service Network, Inc. Member FINRA, SIPC
Company Description:/h3:
Friberg Wealth Management (FWM) is an independent wealth management firm specializing in providing Financial Planning and Wealth Management services to clients in Northern Virginia for over 20 years.
Our Mission is to help our clients enrich their lives by partnering on an inspiring journey towards their goals and dreams. We accomplish this by building strong personal relationships, providing personalized service and offering comprehensive fee:based financial planning and proactive wealth management strategies.

Source: https://www.tiptopjob.com/jobs/73726052_job.asp?source=backpage


• Location: Northern Virginia, round hill

• Post ID: 39971732 nova
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