Job description

Company Description

Elmwood is a wealth management company which engages in a high level of Elmwood is a wealth management company which engages in a high level of service to our clients and provides financial planning, portfolio management, and tax and estate services. This is carried out by using a combination of in-house expertise and strategic alliances to create a comprehensive and professional experience for every client, regardless of their situation. We have a wide variety of clients, typically residing in the Bay Area, and have experienced a continued steady growth of new clients from existing client referrals since our inception in 2012.

Position description

Noting that we are a small company, the candidate will assist in all areas of our firm. Specific tasks include: processing client paperwork to open accounts and transfer assets with custodian (Charles Schwab); maintaining our client data in our portfolio accounting system (Tamarac) and organizing quarterly client reports; entering and keeping client data current in CRM system (Redtail); collect and organize client financial information in financial planning software (MoneyGuidePro, eMoney) to prepare for analysis; assist firm in adhering to SEC regulatory compliance procedures.

Required qualifications

Candidate should have a college degree, two to three years of professional experience, be detailed oriented, and strong organizational skills.

Preferred qualifications

Familiarity with financial planning and investment principles and terminology.

This position is for 30-40 hours per week. The terms of the employment are at will, and our intention is for this position to be long-term. It is a great opportunity for someone to really learn all aspects of a wealth management business through the breadth of job responsibilities and software utilized on a daily basis.'
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Benefit Conditions:

• Waiting period may apply

COVID-19 Precaution(s):

• Remote interview process
• Virtual meetings
• Sanitizing, disinfecting, or cleaning procedures in place

Typical end time:

• 4PM

Typical start time:

• 9AM

This Job Is:

• A job for which military experienced candidates are encouraged to apply
• A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more
• A job for which all ages, including older job seekers, are encouraged to apply

Work Remotely

• Temporarily due to COVID-19

Job Types: Full-time, Part-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial Concepts: 1 year (Preferred)

Work Location: One location

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