Riverview Capital Advisers was established to meet the investment and wealth management needs of a select group of high net worth families, professionals and business owners. We are committed to our clients’ success in building and preserving wealth through our family office services and business advisory group.
Assistant Role Description:
Riverview Capital Advisers is seeking an experienced Wealth Management Assistant to join our Wealth Management Team. This is a full-time position for someone with experience working for a financial or wealth management firm and looking to grow within the wealth management industry.
The Assistant will be responsible for supporting the Wealth Advisors in daily business operations, including:
Administrative tasks such as mail, check or wire requests, paperwork, scanning, etc.
Prepare client reports: daily, weekly and monthly for advisers
Maintain various data basis
Implement initial and subsequent trades
Collect, organize, and manage personal and financial client information
Develop financial and retirement projections, balance sheets, income statements, and expense reports
Assist in analysis of estate plans, tax planning, insurance needs, cash flow projection, etc.
Create deliverables for client engagements
Conduct research projects on recent developments in the wealth management industry
Strong passion for the wealth planning profession
Obtained or working towards a CFP designation
Strong financial and analytical skills
Ability to identify, meet and follow through with advisers needs and requests
Self-starter, problem solver and goal oriented
Able to work independently
Organized with strong attention to detail
Strong knowledge of Microsoft Word, Excel, PowerPoint
Riverview Capital Advisers, LLC is a wealth planning, investment management and business advisory firm working with a select group of affluent families, professionals and business owners. As a personalized boutique firm, we are guided by our philosophy of listening to clients and committing to their success. This commitment is rooted in our firm’s values and shows in our passion for working with o...ur clients, whether analyzing businesses, investing capital, managing assets or planning for their futures.