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JobMatchingPartnerJunior Finance Executive
Junior Finance Executive supporting internal finance operations for a growing boutique accounting firm in Malta. Performing bookkeeping, reconciliations, and assisting with VAT compliance tasks.
About the role
- Develop and update comprehensive financial plans, scenarios, and recommendations tailored to client needs, including cash flow, retirement, education, tax, estate, and risk management
- Provide analysis and recommendations for other financial planning strategies, Social Security, Medicare, pension, and executive compensation planning
- Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offer analysis and recommendations
- Develop knowledge of all assigned clients by cultivating relationships with Managing Directors and reviewing client files and CRM
- Participate in client meetings to present financial plans, strategies, and educate clients on complex financial concepts
- Review prospective client financial, estate, and insurance documents and prepare recommendations and strategies
- Perform estate planning document reviews, create summaries, flowcharts, observations and recommendations
- Recommend estate plans that align with client values and minimize tax implications, addressing wealth transfer and philanthropic strategies
- Collaborate with the client’s estate attorney to coordinate client solutions
- Participate in training and educating team members on financial planning topics and deliverables; review planning deliverables prepared by planning associates for thoroughness and accuracy
- Prepare white papers, articles, or guides for internal or external audiences as needed
- Collaborate cross-functionally with Managing Directors, tax, portfolio management, client service, and trust services; interface with client attorneys, accountants, and other advisors to implement planning strategies
Requirements
- Bachelor’s degree in business administration, accounting, taxation, finance, or related field
- CFP or CPA designation a plus
- AEP designations a plus
- 5+ years’ experience working for a wealth management firm or bank in financial or estate planning
- Ability to organize and manage multiple priorities
- Strong client orientation
- Commitment to company values
Benefits
- Some work from home flexibility of up to 2 days per week after initial training period
- A competitive base salary with an incentive bonus program
- 401(k) Savings plan with company contributions
- Health, Dental, Vision, and Long-term disability insurances
- Generous paid time off program
- Opportunity for professional growth in a growing firm
- Opportunity to work with high-profile private clients and institutions across the country
- Flat, bureaucracy-free organizational structure fostering creative thinking and involvement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
MM
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