Asset Management Specialist

Galecki Financial Management has achieved a national reputation in the Fee-Only Wealth Management field. We consider our team a family. We work hard to create a welcoming and positive environment while never sacrificing the experience we give our clients. We’ve been known to hold team building events at local escape rooms, in-door Go Kart tracks, and Fort Wayne TinCaps games just to name a few.

Our team members must be self-motivated, goal-oriented individuals who enjoy working in a small office environment. In a small office, we wear many hats. All team members need to be organized, detail-oriented and be able to multi-task. We value collaboration and look for individuals with positive attitudes that can work with a variety of personality types. All positions require a professional appearance, poise, and maturity. Every position in our firm is a vital part of creating the best possible Client Experience.

The Asset Management Specialist position is not a client facing position, although client contact is a daily occurrence through phone and email. The Asset Management Specialist will work approximately 40 hours per week. This is an in-office position.

Duties and Responsibilities

• Set up and maintain client accounts.
• Compile and complete client, custodian, and firm paperwork.
• Reconcile account information from custodian.
• Run daily reporting of transactions and investment activity.
• Execute account trades.
• Provide general support for portfolio/investment tasks and special projects.
• Assist Senior Financial Planners and Staff Financial Planners as needed.
• Maintain and manage client relationships/respond to client needs.

Qualifications

• College degree preferred.
• At least 3 years of professional work experience.
• Strong computer skills with proficiency in Microsoft 365 products.
• Organized, detail-oriented, ability to multi-task.
• Must be a team player, collaborative, and able to work well with others.
• Desire and ability to work successfully in a small office environment.

Salary and Benefits

• Starting salary will be based on industry knowledge and years of professional experience.
• Life Insurance
• Short-term and Long-term Disability Insurance
• Health and Dental Insurance
• Personal paid time off
• 401(k) plan with company match and elective profit-sharing
• Health club membership
• Budget for professional and personal continuing education

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Application Question(s):

• Are you willing to undergo a background check, in accordance with local law/regulations?

Work Location: In person

Salary : $40,000 - $60,000