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Information Technology Associate

Company: Mason Investment Advisory Services
Location: Reston
Posted on: February 23, 2021

Job Description:

Our people make us who we are. We are continually looking to add client-oriented team members to our growing company. Will you be next? Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth individuals, Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide. This is a unique opportunity to travel with and train under the most senior members of our team. Responsibilities include both servicing clients and business development. Attending client and prospect meetings would be a primary focus. Therefore, significant travel should be expected. Advisor would need to be based in DC Metro Area. Initial responsibilities would include shadowing and co-planning with existing Senior Financial Advisors. The role may evolve into a lead advisory role with a financial planning focus.

  • Advanced degree in business, accounting, law or finance
  • CFP or CPA designation
  • 5+ years' experience in RIA or brokerage firm environment
  • Current RIA and/or FINRA licensing
  • Commitment to acting in the clients best interest Traits and Skills Desired:
    • Working knowledge of investment, tax, retirement planning, and executive compensation concepts
    • Appreciation for academically based strategic asset allocation philosophy
    • Ability to clearly articulate complex financial concepts to clients
    • Ability to ask for and receive referrals from clients after demonstrating your value
    • Willingness and desire to collaborate with peers Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com. Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide. We are seeking a motivated, well-organized, friendly candidate to join our team of eight financial planning analysts. We are looking for a college graduate with experience in the various aspects of financial planning, including an understanding of income tax, investments, retirement planning, estate planning techniques, and insurance issues. The ideal candidate will be highly proficient with Microsoft Word and Excel and will have experience with financial planning, tax, and portfolio management software. You should be willing to prepare tax returns during tax season. In return, we offer you a friendly, collaborative atmosphere of professionals with a wealth of knowledge and experience. No selling necessary. Specifically, you will:
      • Work with financial advisors to develop written financial plans for high net worth individuals and families using client provided data, internal data, and custom analyses.
      • Prepare income tax returns, federal and state, including trust returns.
      • Perform other tasks as needed, such as estate plan and equity summaries as well as Advanced degree in business, accounting, law or finance Qualifications (necessary skills and experience required)
        • College graduate, Major in financial planning, finance or accounting preferred.
        • CFP, CPA or EA designation or equivalent experience.
        • FINRA Series 65 license or will pass the test within 6 months of hire.
        • 5+ years of experience working in financial services. Work with high net worth individuals preferred.
        • Strong math, analytical and writing skills.
        • In addition to a high proficiency with Microsoft Word and Excel, experience with specialized financial software such as comprehensive financial planning packages (eMoney, Naviplan, Execplan), other financial planning software (Numbercruncher, StockOpter), portfolio management packages (Black Diamond), tax modeling software (BNA Income Tax Planner), and/or tax preparation software (CCH Access). We offer excellent benefits including a competitive salary, medical/dental insurance, a 401(k) plan plus company match and a great work environment. Please send resume and salary requirements to rpylypko@masoncompanies.com . We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team. This position is based in our Reston, VA headquarters. We are seeking a talented RFP Writer/Marketing Coordinator to join our growing team. This position reports directly to the Chief Marketing and Development Officer. Job Description:
          The RFP Writer/Marketing Coordinator will be tasked with all areas of managing, maintaining and completing institutional proposal requests. The RFP Writer/Marketing Coordinator will work with the institutional, financial planning and private client investment management teams to modify and create marketing materials to both support Mason's work with existing clients and to foster new client development. For the institutional practice, the RFP Writer/Marketing Coordinator will draft RFP submissions and maintain a database of all RFP responses. The RFP Writer/Marketing Coordinator will also draft PowerPoint presentations and will work within Mason's team to ensure consistency of brand and messaging. Additional responsibilities will include management of Mason's press release process. Key areas of responsibility:
          • Manage entire institutional RFP response process
          • Create and draft new marketing materials and update previously written materials
          • Oversee coordination and communication of all firm wide marketing materials and literature
          • Create and draft new PowerPoint presentations and update previously created materials and maintain brand standards across the firm
          • Draft press releases
          • Create content for and manage email blast process
          • Coordinate with the Director of Research on all white papers for consistency of content, format and versions
          • Maintain website content Qualifications (necessary skills and experience required)--
            • BS in Finance and or Marketing
            • Demonstrated institutional investment RFP writing experience
            • Excellent writing skills
            • 5-10 years of investment industry experience
            • Proficient in Outlook, Word, Excel, PowerPoint, and Publisher
            • Graphic design and website design experience We offer excellent benefits including a competitive salary, medical/dental insurance, a 401(k) plan plus company match and a great work environment. Please send resume and salary requirements to rpylypko@masoncompanies.com . We are looking forward to finding the right person to join the Mason Investment Advisory Services, Inc. team. This position is based in our Reston, VA headquarters.. EOE D/V/M/F Institutional Consulting Associate Investment Consultant Reston, Virginia We are seeking a motivated, well organized, friendly analyst to join our team of institutional consultants and investment analysts. We are seeking a college graduate who is comfortable with the Microsoft Suite of programs (Word, Excel PowerPoint) and managing multiple deadlines. The candidate should have knowledge of Institutional clients, financial markets, investment types, performance returns, trading and rebalancing and Investment Policy Statements. Also, it would be helpful to have superior interpersonal skills and be able to work in a team and individual setting. In return, we offer you a friendly, collaborative atmosphere of professionals with a wealth of knowledge and experience. You will work with financial advisors to develop and implement financial and investment plans for high net worth individuals and families and perform other client service tasks. The job responsibilities may include:
              • Draft and maintain client Investment Policy Statements
              • Submit trades (as the portfolio manager) in response to clients' cash flow needs and to implement the decisions made by the our investment committee
              • Oversee the transition of new clients
              • Communication, reporting and service tasks for clients
                • Primary point of contact for client requests
                • Resolve issues, and monitor policies and procedures that are specific to each client
                • Special analytical projects requested by client
                • Assist with research, data requests, and presentations (creating slides, pitchbook updates, expense ratio requests, etc.)
                • Participate in internal investment committee meetings, MIMS meetings, and quarterly deliverables meetings. Minimum requirements: Bachelor's degree in business, accounting or finance. Preferred requirements: MBA, CFP or CFA; 1-5 years' experience in a RIA or brokerage firm Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com. We are always looking for talented, energetic individuals for when positions come available. Feel free to send in your r--sum-- below. Position Overview
                  The Information Technology Associate will be responsible to aid in the evaluation, implementation and maintenance of new technology and software at The Mason Companies. In addition, this position will also aid our Information Technology (IT) department by providing day-to-day quality customer support services for staff and employee operations. This position will work closely with The Mason Companies IT department, with our local and regional employees, and will report to the Chief Technology Officer. Responsibilities
                  • Assist in the project management of new technology and software at the Mason Companies.
                  • Assist in gathering and documenting of project requirements.
                  • Assist in keeping projects on track and on time, and making sure deliverables are met.
                  • Assist in testing new technology to determine effectiveness and need.
                  • Assist in policy and procedure development, documentation and implementation.
                  • Assist in training and rollout of new technology and software.
                  • Assist in the administration of new technology and software.
                  • Provide Technical Support to staff and employees, customer(s) when necessary as first point of contact.
                  • Assist with troubleshooting of computer related issues such as password resets, email setup and issues, software installs, printer, etc.
                  • Maintain accurate records of completed and pending jobs using ticketing system. Requirements
                    • 1 - 2 Years of project management experience.
                    • 1 - 2 years of IT experience.\
                    • Excellent communication skills, both written and verbal.
                    • Excellent organizational skills.
                    • Ability to prioritize and manage multiple tasks.
                    • Experience in managing customer queries, and delivering projects to expectations and requirements.
                    • Must be proficient in Windows based environments.
                    • Should possess some basic knowledge of networking technologies and operations.
                    • Demonstrate outstanding social and interpersonal skills in a professional environment.
                    • Should possess an eagerness and excitement for technology and system improvement. Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com . We are a national investment advisory firm with offices in Virginia and California serving high net worth individuals, institutional clients, and corporate sponsored financial planning clients. We are looking for a full-time financial operations assistant to become part of a team in our operations department. The ideal candidate possesses strong analytical skills, exceptional follow-through, well-organized, and provides consistency in performing procedures and policies. Required: Bachelor's degree and at least 2 years of registered investment advisor and/or broker dealer operations experience. Job responsibilities include:
                      • Processing all paperwork needed for investment accounts.
                      • Interfacing with the custodians to open new accounts, update account information, and service accounts.
                      • Trade processing of mutual funds and equities for client accounts.
                      • Processing of checks, wires and journals.
                      • Maintaining client account forms and other paperwork required.
                      • Handling requests for transfers of funds in and out of accounts.
                      • Responding to staff inquiries.
                      • Working with the staff to complete paperwork processing.
                      • Ensuring compliance requirements are implemented and followed.
                      • Administrative tasks as assigned include, but are not limited to: filing, scanning, answering phones, and calendar and database management.
                      • Troubleshooting of issues related to above. Soft Skills:
                        • Possesses an attitude of openness.
                        • Willing to take action and seek positive change.
                        • Learn from self and others.
                        • Holds a high interest in receiving feedback. Qualifications:
                          • Comfortable with Microsoft applications and data entry.
                          • Excellent oral and written communication skills.
                          • Demonstrated organizational skills, ability to multi task, and time management skills with ability to set priorities and meet deadlines.
                          • Strong attention to detail with the ability to work with a high degree of accuracy.
                          • Demonstrated ability to maintain effective working relationships with staff.
                          • Possess flexibility and camaraderie to work in a fast-paced team environment.
                          • Ability to shift gears with priorities when dealing with an assertive and fast paced manager.
                          • Ability to maintain confidentiality. Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com . Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth individuals, Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide. Position Overview The Reporting Analyst will work in a team, and be responsible for helping maintain all data downloads, manual reconciliation and will help in the production of timely and accurate performance reports to all Mason clients. The Reporting Analyst will also troubleshoot questions related to the performance aggregation and reporting system, performance reports, in addition to supporting other departments that use the data from the performance reporting system. This position will work closely with The Mason Companies local and regional employees and will report to the Managing Director of Information Technology and Systems. Responsibilities
                            • Aid in maintaining the day-to-day reconciliation of accounts in our portfolio aggregation system.
                            • Aid in the production of accurate and timely monthly and quarterly performance reports for all Mason clients.
                            • Able to problem solve Advisor and Consultant questions and provide accurate and succinct responses.
                            • Able to handle multiple requests at once, and still provide accurate and timely responses/deliverables.
                            • Show initiative in working to automate processes, analyses, and other reporting functions that are currently done manually and/or through customization. Requirements / Desired Skills
                              • Excellent communication skills, both written and verbal.
                              • Excellent organizational skills.
                              • Ability to prioritize and manage multiple tasks.
                              • 0 - 1 year of performance reporting experience helpful.
                              • Must be proficient in Windows based environments.
                              • Demonstrate outstanding social and interpersonal skills in a professional environment.
                              • Should possess an eagerness and excitement for learning and problem solving.
                              • Demonstrate a customer service mentality.
                              • Should be motivated and engaged to take ownership of tasks.
                              • Brings a positive and productive attitude to work each day. Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com . Based in Reston, Virginia, we are a financial planning and investment advisory firm serving high net worth and Fortune 500 corporate sponsored financial planning clients, as well as foundations, endowments, and institutional clients nationwide. We are seeking experienced professionals to prepare and review individual and trust returns for high net-worth individuals. Qualified professionals should have at least 2 years of experience preparing or reviewing individual tax returns. These opportunities would be perfect for "retired" tax preparers, stay-at-home parents, or anyone interested in working in a professional environment for a few months each year. Candidates should be detail-oriented, possess strong organizational and communication skills, and be capable of working in a paperless environment. CPA's, attorneys, and Enrolled Agents are preferred. Prior experience with CCH Axcess or ProSystem fx is a plus. Current opportunities include part-time (minimum: 25 hours per week) to full-time positions from early February - mid April each year. Compensation is based on experience. Additional time for training will be compensated. Excellent benefits, including medical/dental insurance, 401(k) plan, competitive salary and a great work environment. Please send resume to rpylypko@masoncompanies.com . Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc. The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates. All client portals are provided on an "as is" and "as available" basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

Keywords: Mason Investment Advisory Services, Reston , Information Technology Associate, IT / Software / Systems , Reston, Virginia

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