Event Host: ASC Career Success
Windsor Advisory Group will be on-campus for office hours on March 21st from 11:30am-1pm in 08 Denney Hall. Stop by at any point during that time to hear about their financial services/planning client services positions.
About Windsor Advisory Group:
Many of our clients think of Windsor Advisory Group as their personal CFO. We advise them on key financial matters, create and monitor their financial blueprints and simplify their financial affairs.
As professionals, it’s our job to look out for you. To accomplish this, we believe in aligning your financial make-up with your long-term goals, needs and passions. We customize your plan based on your financial priorities, your financial situation – and your life. We also understand that your life is about much more than the numbers on a financial statement. Getting to know you makes it possible for us to identify and challenge anything that stands in the way of your financial success.
We are seeking a motivated, inquisitive, analytical and personable individual with a passion for client service to join our team as an Associate.
Initial responsibilities include:
• Reviewing client allocations and executing transactions to rebalance between managers
• Processing cash flows
• Preparing documentation to update and open accounts
• Supporting the team with all aspects of providing comprehensive financial advice and servicing clients
As you gain experience with our firm, you will have the opportunity to review and analyze different investment opportunities, as well as interact with our clients with increasing frequency.
The ideal candidate would have the following skills/qualifications:
• The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations
• Comfortable working in a team environment
• Strong Excel skill-set
• Attention to detail
• Related internship/job experience
• Bachelor’s degree
• Thrives in a fast-paced work environment
• Ability to handle many tasks at once
This event is open to all Arts and Sciences Students and will be particularly beneficial to those in these Career Communities:
Career Communities help you discover new career paths, inform you of community-specific networking events, and exciting ways to become career ready! Join as many as you’d like. Log into Handshake, select “Career Interests” from your account drop-down menu, and identify the Career Communities that interest you!