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Wealth Management Advisor

Job in Urbana, Champaign County, Illinois, 61803, USA
Listing for: Russell Tobin
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Oversee investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting to portfolio managers
  • Evaluate trade waivers and correction requests from sales teams
  • Oversee the facilitation of investor trade settlement
  • Assist in oversight of vendor relationships (e.g. fund administrators, transfer agents)
  • Oversee and coordinate resolution of product servicing issues and errors
  • Implement process improvements/enhancements
  • Improve internal controls over accounting and operational processes
  • Improve collection, dissemination and maintenance of product data attributes
  • Lead ad hoc projects within the Shareholder Services group
Basic Qualifications
  • Detail-oriented
  • Ability to work effectively in a fast-paced environment and think clearly under pressure
  • Leadership - Exchanges information with appropriate people to complete work
  • Problem Solving - Solves difficult problems with effective solutions; asks good questions and probes for answers; looks beyond the obvious and does not stop at the first answers
  • Self-Development - Ability to recognize personal skills, abilities, limitations and strengths
  • Strong Team Player - Creates strong morale and spirit in his/her team; shares wins and successes. Fosters the feeling of belonging in the team
  • Proven ability to multi-task and prioritize team responsibilities accordingly
  • Strong communication and interpersonal skills
Preferred Qualifications
  • 1-3 years financial services experience
  • Knowledgeable about the alternative investment industry ice, information security, and compliance
  • Apply business judgment to identify unusual or suspicious activities and elevate issues as appropriate
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