- Initiate, participate and prepare for client meetings with assigned Relationship Manager(s) and Portfolio Manager(s). Engage in meeting follow-up.
- Document client requests and completion of activities in customer relationship management and portfolio accounting systems.
- Engage in ongoing, proactive communications with client and other professionals unique to the relationship.
- Maintain a high level of understanding of current investment topics, tax law updates, qualified plan contribution limits and general economic developments.
- Meet with assigned Relationship Manager(s) on an ongoing basis to review status of outstanding tasks and calendar of upcoming events. Spearhead the effort to increase formal client contacts throughout the year.
- Leverage internal and external resources in conjunction with the assigned Relationship Manager(s) to achieve client objectives.
Qualifications:
- Bachelor’s Degree (advanced degree preferred)
- Minimum of 3 years of relevant professional experience
- Transferable experience in Banking, Law, Insurance, Sales, Marketing, Consulting or Finance is preferred
- Must have Series 65 or Series 7 license/certification. In addition, progress towards Certified Financial Planner ® designation is desirable.
David Vaughan Investments, LLC
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Crew Call: Various Positions for ULB TV Movie
Job Description:
An ultra-low-budget (ULB) TV movie is seeking dedicated crew members for a 13-day shoot in the metro Atlanta/Marietta, GA area. This is a local hire or work-as-local opportunity, with no lodging or travel provided. We’re looking for passionate professionals ready to bring their expertise to a collaborative environment.
Open Positions:
- Coordinator
- Production Designer & Props
- Costume Designer
- Sound Mixer
- 1st & 2nd Assistant Directors (AD)
- Gaffer & Key Grip
- 1st & 2nd Assistant Camera (AC)
- Hair & Makeup Artists
- Production Assistants (PAs)
Job Responsibilities:
- Collaborate with the production team to execute a high-quality TV movie within budget constraints.
- Deliver professional and efficient work in your designated department.
- Maintain a positive and adaptable attitude on set.
- Follow the production schedule and meet all deadlines.
Requirements:
- Previous experience in your respective role is highly preferred.
- Must be local to the metro Atlanta/Marietta area or willing to work as a local.
- Reliable transportation to and from set.
- Strong work ethic, attention to detail, and a team-oriented mindset.
Compensation Details:
- Ultra-low-budget rates in accordance with ULB guidelines. Specific rates will be provided upon offer.
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