Wealth Support Associate – Wealth Management

Full Time

St. Louis, MO

In Office

WHAT WE DO:

Alpine Private Wealth is a boutique wealth management firm serving high net worth and family office clients. Our fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a steadfast advocate for the financial well-being of our clients. A significant focus of what we do is helping clients make informed decisions for the many different facets of their financial lives by taking the time to understand their priorities, concerns, and financial history.

Ultimately, our mission is to identify and achieve each client’s financial objectives through superior financial advice, essential investment principles, uncompromising capital protection, and proven investment results.

We are unique Advisors. We do not sell insurance products, we do not earn commissions; instead, we are 100% fee-only Wealth Management Advisors implementing a value-focused investment philosophy to achieve each client’s goals and objectives. Our purpose is to enhance the lives of our clients by eliminating any concerns they have regarding their wealth and finances. Our investment management approach focuses on three longstanding objectives:

Protect investor capital from permanent impairment of purchasing power.
Generate an equity-like absolute return over a full market cycle of 6% plus inflation.
Outperform the market over a full market cycle.

As a St. Louis based SEC Registered Investment Advisor, Alpine Private Wealth, and its affiliate ACR Alpine Capital Research, LLC, manage $9.5 billion in client assets.

ABOUT THE POSITION:

The Wealth Support Associate will work directly with all Team members to support and facilitate activities in any way necessary to drive the success of the firm. This role will be specifically responsible for supporting the Advisory Team to ensure they have the time and bandwidth to deliver an extremely high level of service to all clients. The Wealth Support Associate will also work directly with both the Vice President of Client Administration and the President on projects and tasks to ensure the smooth functioning of the firm.

ACTIONS TO ACHIEVE SUCCESS:

Working directly with Alpine Private Wealth’s Vice President of Client Administration and the Advisory Team, the Wealth Support Associate’s responsibilities will include but are not limited to the following:

Assisting Advisors by scheduling client meetings including annual client reviews.
Organizing and overseeing a system for recognizing significant events in our clients’ lives such as birthdays, anniversaries, weddings, child births, etc.
Assisting clients when Advisors or Private Client Associates are unavailable.
Serving as the office notary for Alpine Private Wealth.
Participating in various weekly meetings with different members of the Team and organizing both agendas and calendars for meetings.
Supporting the Operations Team with various tasks as necessary.
Preparing monthly, quarterly and annual reports for clients using the Tamarac system. This includes preparing bound booklets for Annual Investment Reviews.
Overseeing monthly and quarterly reports to clients whether distributed via email or standard mail.
Depositing client checks using Schwab Advisor Center Check Deposit tool.
Helping to coordinate and complete annual mailings.
Working with the Vice President of Client Administration on different tasks to maintain and enhance the firm’s CRM system.
Performing various compliance and administrative tasks including document retention duties to ensure proper compliance with regulatory requirements.
Effectively, respectfully and professionally communicating with all clients, teammates, vendors and partners.
Completing special projects on an as needed basis, often using Excel.
Supporting other teammates even when that support calls for duties that are outside of the WealthSupport Associate’s primary job description.

QUALIFICATIONS TO MEET OUR CLIENTS’ NEEDS:

The successful candidate will be an intelligent and highly energetic professional who has experience in the financial services industry or is committed to becoming a financial services professional. The Wealth Support Associate position demands a person with a professional demeanor who enjoys and excels at multi-tasking, is a very effective problem-solver and an optimistic, can-do team player. Additionally, a very strong passion for client service is absolutely critical as are strong organizational skills. Other qualifications include:

A desire to make a strong, positive difference on our Team.
A desire to help others, both clients and teammates, achieve success.
Highly reliable, professional, respectful and conscientious.
A penchant for completing multiple tasks accurately, completely and quickly.
Highly competent using Excel, Word and Outlook.
Demonstrated success working both independently and in a team environment.
A strong team player with a very positive attitude and a willingness to do what it takes to get the job done.
Demonstrated experience handling and resolving complex problems quickly and efficiently.
Candidates with experience with the Schwab custodial platform, Salesforce, and/or the Tamarac reporting system will receive special consideration.