Why Choose RKL?
RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:
- Full medical, dental, and vision coverage
- Commitment to work life balance
- Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
- Certification reimbursement
- 401(k) match
Who We Are and What We Do
We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.
RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.
About the Position
The Wealth Analyst - Investment role consists of a two-year development program with primary responsibility in delivering investment management services to our clients. This includes opportunities to work closely with the Investment team and grow within that team. The successful team member will participate in extensive research, analysis and reporting to support the team in making accurate and reliable investment and financial planning recommendations.
Responsibilities
- Work closely with the Operations, Investment, Planning, and Advisor teams to learn all aspects of the Wealth Management business
- Deliver an exceptional client experience while executing on the back-office operations of the firm including maintenance of the firm’s technology, and other operational activities related to data management, custodian activities, trade settlement and reconciliation, and client reporting
- Interact with management, team members, and other departments to supply reporting and data for superior client services
- Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives
- Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making
- Identify, automate, and communicate basic process improvements that increase efficiency and quality of service
- Carry out duties in compliance with all state and federal regulations and guidelines
- Develop short and long term goals with the ability to execute effectively
- Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts
- Maintain confidentiality with external client information as well as internal employee and firm information
This position requires a candidate with an Associates or Bachelor’s degree in Finance, Accounting, Economics, or related field. 1+ year of customer service experience in any type of position is ideal. Having a dedicated interest in working in the Investment space is required.
If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at https://www.rklcpa.com/careers/.
RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
