Windsor Advisory Group is an investment advisory firm that provides family office services to highly successful individuals, their families, and family offices.

We are looking for a motivated, inquisitive, analytical, and personable individual with a passion for client service to join our team as an Associate. The primary focus of this role is to support our clients and our business.

Initial responsibilities include:

• Collaborate with team members to provide comprehensive financial advice and consistent, effective client support and service.
• Gather and synthesize a wide range of information.
• Process transactions, including cash flows, purchases and sales, and asset transfers.
• Prepare for client meetings and respond to client requests.
• Review and update client Investment Plans.
• Create client reports, including cash flow, investment performance and activity, Personal Financial Statements, and ad hoc reports.
• Prepare and/or review documentation to open or update accounts and private investments.

The ideal candidate would have the following skills/qualifications:

• Ability to analyze and interpret data to generate insightful questions and thoughtful recommendations.
• Initiative to research and resolve issues.
• Team player with professional interactions with colleagues and clients.
• Proficiency in Microsoft Office Word and Outlook, and strong Excel skill set.
• Problem-solving ability, thoroughness, cautiousness, and attention to detail.
• Ability to work independently in a fast-paced environment.
• Capability to handle multiple tasks simultaneously.
• Strong written and verbal communication skills.
• Bachelor’s degree.
• Related internship or job experience.