Investment Advisor Associate

Kayne Anderson Rudnick Investment Management is seeking a highly motivated and organized individual with strong initiative and excellent communication skills for the role of Investment Advisor Associate.

Requirements

• Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA’S, business managers, attorney’s)
• Act as project lead or participate extensively in department or firm level projects
• Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports
• Execute asset allocation changes based on Advisor recommendation and monitor progress
• Schedule Advisor-Client meetings and prepare portfolio review book materials
• Attend in house or off-site meetings or events as requested by Advisor
• Maintain and update client files, CRM and other portfolio data, as needed
• Collaborate with management to improve practices and procedures

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days
• Gym onsite
• Paid Parking
• Fully stocked kitchen- lunch provided