Management Associate: Wealth Planning
Company: The Glenmede Trust Company
Location: Philadelphia
Posted on: February 25, 2021
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Job Description:
The primary function of the Wealth Planning Associate is to
assist the Director of Wealth Planning in managing the daily
operations of the Wealth Planning Group as it relates to WealthView
oversight and administration. This role is intended for a high
performing individual who is looking for an entry point into wealth
management and/or financial planning. This individual will gain a
broad understanding of Glenmede's wealth management and financial
planning business and gain exposure to firm initiatives and
projects while assisting in the operations of the Wealth Planning
Group. Responsibilities: WealthView oversight. Oversee daily
internal administration of WealthView Software. Including but not
limited to: WealthView client setup, data quality control, and
client account connections. Respond to client and employee
inquiries involving Glenmede's WealthView. Complete WealthView
access requests across the firm and manage technology related
projects and inquires for the Wealth Planning group. Complex
analysis, Advanced Administration and Project Initiatives. Assist
the Director of Wealth Planning and the Wealth Planning team in
daily operations and administration for the Wealth Planning Group.
Lead Wealth Planning related initiatives and administration on
Gforce. Prepare meeting presentation materials in collaboration
with team members, including estate planning summaries, detailed
net worth statements, financial planning models, and customized
advice based upon a Client's Wealth Objectives. Foster team
environment by reaching out to Glenmede colleagues outside the
Wealth Planning group. Opportunities to serve on firm committees.
Firm Building. Engage in department-specific and firm-wide
initiatives to expand capabilities, improve user experience, and
develop more efficient processes. Perform other duties as required
by position. Required Qualifications:
Keywords: The Glenmede Trust Company, Philadelphia , Management Associate: Wealth Planning, Executive , Philadelphia, Pennsylvania
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