Portfolio & Sales Assistant

Ironwood Investment Counsel, LLC is currently seeking an experienced Portfolio & Sales Assistant for their Scottsdale office. This position will be supporting both client and non-client related business.

 

Job Purpose:

Builds and maintains portfolio by studying industry characteristics and dynamics; identifying potential investments; selecting investments; completing transactions; measuring performance.



Skills/Qualifications:

Financial Diagnosis, Financial Planning and Strategy, Financial Skills, Financial Software, General Math Skills, Analyzing Information, Decision Making, Research Skills, Reporting Research Results, Building Relationships

 

Non-client related job duties include but are not limited to: Maintain SEC compliance files Verify commissions on trades Coordinate outsourced daily Axys reconciliation with third-party firm Input and verify cost basis information Reconcile trade confirmations daily Review and route Schwab alerts as appropriate Process, file, and document proxies voted

 

Client and Prospect Related job duties include but are not limited to: Set up new client shells in Axys Coordinate delivery of quarterly client packets Prepare quarterly invoices Maintain client files Process and follow up on Schwab paperwork Prepare materials as required for clients and prospect meetings Assist associate and partners with meeting follow-up items Facilitate journals, wires, and distributions Manage new client checklist

 

Job Requirements/Other Position Requirements: Intermediate level proficiency in Excel, Word, Adobe Acrobat, and Power Point Experience with Axys preferred Experience with Schwab filings/paperwork preferred Ability to work closely with firm members in a team atmosphere Positive attitude Professional appearance Typical work week will be 40 - 45 hours on average Competitive salary, commensurate with experience 180-day probationary period Performance evaluations will be prepared quarterly fo rthe first year fo employment and semi-annually thereafter

 

Please e-mail resume with salary requirement to Julie Kern at jkern@ironwoodic.com .