Do you feel an immense sense of satisfaction from taking a messy pile of data neatly structuring it for use and reference within an organization?

Has your attention to detail earned you compliments from your peers?

Do you want to be involved in a fast-growing specialty firm grounded on authentic core values of integrity, client service, excellence, and teamwork?

If so, we would love to see if Interwise could be a good fit for your skillset! Our rapidly growing firm is in need of a team member we can rely on to serve with integrity, excellence, and diligence. Our unique approach delivers holistic expert integrated

Responsibilities

· With expert precision, prepare client public equity trades utilizing best-in-class Tamarac Trading software.

· Prepare and maintain due diligence files for private investments

· Assist in compliance assessments, audits, and reviews.

· Maintain client account investment strategies, generate reports, and reconciliation.

· Organizing and manipulating data in Excel.

· Data entry and general office organization.

· Understands and adheres to the industry compliance rules & regulations.

Qualifications

• An unwavering commitment to integrity in a value-based work environment

• Experience in dependability, hard work, and willingness to learn

• Computer skills: Microsoft 365, ability to type, navigate OneDrive, research online

• Strong organizational skills,

Due to Financial Industry Regulations and the nature of this job, a background check is required for all applicants.

How to Apply

· Please send your one-page resume with wage requirements to cesily@interwisewealth.com

· Include a cover letter (one-page) introducing yourself that includes what motivates you, an experience where you persevered in a hard task, and why you would want to be employed in the finance industry.

Thanks for taking the time to apply!