The Firm
Bel Air Investment Advisors LLC provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets.
We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform.
The firm was founded in 1997, with offices based in Los Angeles and San Francisco, built on a set of client-centric core beliefs which guide its practice.
* Our clients’ interest always come first.
Over the long term, Bel Air will be best served if we take great care of our clients.
Our reputation is our most valuable asset.
* Partnership.
Both internally and externally we believe in the value of collaboration and teamwork.
This requires transparency, effective communication and the avoidance of conflicts of interests.
* High standards.
We hold ourselves and the managers we employ to the highest of ethical and quality standards.
We seek to always be proud of what we do.
* Satisfying work environment.
We foster a work environment in which each employee is respected for their contribution, challenged to grow and to achieve their potential, supported to do their best and shares in the success of the firm.
* Giving back.
We recognize that we are part of a larger community and encourage our people to volunteer their time, creativity and financial resources to make our world a better place.
Bel Air Investment Advisors LLC employs over 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support.
The company is looking to add an Advisor Associate to help the team grow.
The Role
We are seeking a successful Advisor Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization.
Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads.
As a rapidly growing company, opportunities for internal growth and career development are plentiful.
What you will do
* Provide top quality service to clients and for complete administration of client financial accounts and associated money movement
* Prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts
* Prepare key documents and PowerPoint based presentations for client meetings
* Set up new investment accounts – drafting letters, preparing customer welcome packets, initial trust distributions and other trust installation tasks
* Respond to questions regarding accounts, policies and procedures
* Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy
* Process client requests (wires, checks, journals, etc.)
* Offer administrative and office management support to the team
* Assist with establishing online access for statements, confirms, proxy materials and other services
* Complete necessary filing and maintain client files
The Person
The candidate should have strong professional verbal and written communication-, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.
The position requires the willingness to work a flexible schedule, incl.
select travel, and offers an attractive development path within Bel Air Investment Advisors.
The ideal candidate will have experience and attributes in the following areas:
* Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients.
* Solid understanding of advisor needs; experience in delivering client-focused solutions.
* Demonstrable experience in developing efficient strategies to “power” complex and diverse advisor practices.
* Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level.
What you need
* 1-3 years of experience in Financial Services
* Previous work experience, including internships involving customer service or financial analysis, is preferred.
* BA/BS degree in finance or related field preferred
* Experience in MS Office applications, such as Word, Excel, PowerPoint, etc.
* Detail-oriented with ability to prioritize and organize workflow
* Ability to work in a fast-paced, high-intensity work environment
* Ability to acquire a working knowledge of the portfolio of accounts
* Self-starter and able to work independently
* Superior interpersonal, organizational and client service skills
* Ability to work effectively in a team environment
* Flexible and willing to perform other tasks as assigned
* Series 7/66 or 63/65 preferred