The Firm

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Your Future Team

Crest Capital Advisors, a member of the Hightower community, is a San Diego based RIA managing $2B for a collection of Ultra High Net Worth families delivering Family Office solutions.

Please note that Crest Capital Advisors is in the office Monday-Friday.

What You'll Do:

• Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
• Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
• Onboard new client accounts through collection of client information and necessary documentation
• Establish new investment accounts - drafting letters, preparing customer welcome packets
• Respond to questions regarding accounts, policies and procedures
• Prepare and review tax documentation tracking summaries
• Process client requests (wires, checks, journals, etc.)
• Assist clients with establishing online access for statements and confirms and portal
• Maintain client files
• Assist with client relations
• Assist with meeting preparation
• Prepare investment subscription agreements
• Facilitate capital calls and hedge fund purchases
• Review private equity capital and hedge fund accounts statements and update in performance reporting system

What You'll Bring:

• 0-1+ years of experience in Financial Services
• Ability to interact with clients in person and over the phone in a professional manner
• BA/BS degree in business, finance or related field
• Ability to work effectively in a team environment

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base Salary- $55,000-$60,000 (exact amount dependent on experience) plus discretionary bonus

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.