Remote Personal Financial Advisor; Private Wealth

Position Overview

The position entails considerable interaction with team members and other departments within the IAS–USA. The ideal candidate is an energetic, forward‑thinking and creative individual with high ethical standards and an appropriate professional image. The candidate will work quickly and efficiently on several projects at one time, is results oriented, has strong time management skills, and works enthusiastically in a constantly changing environment.

• Create meeting specific RFPs
• Work closely with team to collectively execute a successful meeting
• Handle multiple projects at one time
• Handle pressure, multi‑task, and work within tight schedules and deadlines
• Demonstrate good negotiation and interpersonal skills
• Be resourceful, calm, independent, and vigilant
• Pay close attention to detail, demonstrating accuracy and efficiency in financial reconciliation (process invoices, reconcile monthly with accounting)
• Ensure work is carried out to specifications and deadlines
• Ensure accurate and timely entering of records and information into the database system for registration
• Travel and work outside of office hours as needed to attend events and client meetings (may include weekends)
• Assist with planning responsibilities for multiple meetings
• Contribute to overall team success by identifying problems and proactively seeking methods to improve self‑performance and/or operational efficiency