Weinberger Asset Management is seeking an Operations Associate to support this growing small business and its affiliate, Marriage Financial Solutions, located in Brentwood (West LA). This team member is not required to generate new business or be client facing. This team member will be responsible for assisting in all aspects of firm operations - which involves problem solving and analysis for high net worth prospects and clients. This position provides analytical and support functions such as client management, portfolio analysis, investment research and recommendations, financial planning, preparing investment and client reports, account creation and account maintenance and reconciliation. The candidate will be a key member of our team supporting day to day operations of the firm and assisting in the development of new initiatives.
Financial planning support and data entry of sensitive material
Monitor and report trades
Maintain the software data bases
Provide client services support including account applications and money transfers
Other office duties to include other administrative tasks and special projects
Very competitive compensation and benefits package including generous bonus potential.
Requirements and Qualifications:
The ideal candidate must demonstrate strong customer service and professionalism, have the ability to understand financial data, exercise excellent judgement and ethics, have strong written and verbal communication skills, and be a team player with a positive attitude.
Minimum of 5 years in investment management, accounting and taxes, and/or financial advisory services servicing high net worth individuals (please do not apply if you have less than 5 years of experience)
CPA, CFP and/or CFA strongly preferred
The desire and ability to work successfully in a small company environment
Bachelor's Degree from an accredited college or university with a preferred major in accounting, economics, mathematics, finance or marketing
Proficiency in Microsoft Office required
Additional Salary Information: Benefits package including generous bonus potential.
About Weinberger Asset Management
Since 1993, Weinberger Asset Management, Inc. has been an independent, fee-only Private Wealth Management firm. In a complex global economy, we embrace that the financial goals and needs of our clients are as diverse as the clients themselves. Therefore, we deliver innovative investment and planning solutions tailored to each client.