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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

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