(614) 545-0300

Associate

Windsor Advisory Group serves as a Personal CFO for our clients; advising them on key financial matters, monitoring their financial blueprints, and prudently simplifying their financial affairs.

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

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