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Jobs at Kerber, Eck & Braeckel LLP

Assistant Advisor - KEB Asset Management

Location: St. Louis, MO

Department: KEB Asset Management

Type: Part Time

Min. Experience: Mid Level

Overview:

This person assists each advisor with the operational needs of his or her clients through developing and maintaining good working relationships with both the clients and advisors.  This person has good communications skills, provides excellent client service and outstanding operational support. 

 

Essential Duties and Responsibilities:

  • Provides quick and accurate answers to operational questions for advisors and clients
  • Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM
  • Monitors pending new accounts and transfers
  • Handles all communication regarding custodians through our back office providers
  • Works with team leader on special projects (such as client appreciation events)
  • Review quarterly reports for accuracy and collates reports.
  • Acquire working knowledge of our investment philosophy

 

Additional Responsibilities:

  • Tracks and completes any special projects throughout the year, including advisor notifications and year-end required minimum distributions
  • Monitors client asset investment allocations
  • Prepare investment allocation rebalance recommendations for advisor review
  • Monitor cash levels for client periodic disbursements and deposits
  • Diligent recording of client communication and all support in CRM
  • Retirement analysis data input
  • Portfolio analysis data input
  • Social security analysis data input
  • Manages client onboarding process

 

Qualifications:

Bachelor’s degree or equivalent work experience in the financial services industry preferred

Specialized Skills

Working knowledge of Microsoft suite of products as well as ability to learn and adapt to new software

Other Qualifications

  • Attention to accuracy and detail
  • Strong commitment to superb client service
  • Possess a positive attitude toward learning
  • Strong interpersonal skills and ability to work well with various personality types. Ability to multi-task and quickly switch priorities when necessary
  • Must be organized and efficient in a demanding work environment
  • Ability to remain calm under stress
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