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

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

Initial responsibilities include:

• Reviewing and updating client Investment Plans
• Processing transactions (cash flows, purchases and sales, asset transfers)
• Preparing for client meetings and responding to client requests
• Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc
• Preparing and/or reviewing documentation to open or update accounts and private investments
• Supporting the team with all aspects of providing comprehensive financial advice and servicing clients

The ideal candidate would have the following skills/qualifications:

• The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations
• Comfortable working in a team environment
• Strong Excel skill-set
• Attention to detail
• Related internship/job experience
• Bachelor’s degree
• Thrives in a fast-paced work environment
• Ability to handle many tasks at once