About Us
Windsor Advisory Group is an investment advisory firm dedicated to serving highly successful individuals, their families, and family offices. We provide comprehensive family office services to a select number of ultra-high net worth individuals and families with a focus on personalized care and tailored solutions. Our team is collaborative, detail-oriented, and passionate about delivering exceptional service.
Position Overview
We are seeking a motivated, inquisitive, analytical, and personable individual with a passion for client service to join our team as a Wealth Management Associate.
Key Responsibilities
- 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
What We Are Looking For
- 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
- 1-3 years of professional experience
Why Windsor Advisory Group?
- Collaborative and supportive team culture
- A firm that values precision, integrity, and long-term relationships
- In office with flexibility to work remotely as life warrants
