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, organized, and personable individual with a passion for client service to join us as a Client Service Team Member. The focus of the role is to provide support to our clients by assisting our client advisor team.

Initial responsibilities include:

• Supporting the client advisor team with all aspects of providing comprehensive financial advice and servicing clients
• Coordinate with team members to provide consistent, effective client support and service
• 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
• Document management
• Gather and synthesize a wide range of information
• Preparing and/or reviewing documentation to open or update accounts and private investments

The ideal candidate would have the following skills/qualifications:

• Team player, professional in interactions with associates and clients
• Problem-solving ability, thoroughness, cautiousness, attention to detail
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Word, Excel, and Outlook
• Ability to work independently in a fast-paced environment
• Takes initiative to research and resolve issues
• Ability to handle many tasks at once