Your Purpose

To enhance our client’s relationship with their advisor by providing operational and administrative support

Your Duties & Responsibilities

• To perform administrative duties that support the office on a daily basis, including but not limited to, telephone coverage, copying, filing, and preparing correspondence.


• Resolve client inquiries and requests and help educate clients on account services and capabilities; such as where to find specific information on their statement, how to access online services or paperless options.


• Prepare and collect documentation to open new accounts and process service requests.


• To input data in to various office programs such as our CRM and financial planning tools.


• Assist in the creation of client reports, complete research requested by clients and/or advisors, and prepare materials for client meetings.


• Complete various household chores as assigned by the office manager.


• Additional duties may be assigned based on skill and training.

Your Qualifications

• Minimum qualifications are High School Diploma. College degree preferred.


• FINRA SIE Required, FINRA Series 7 registration preferred


• Strong Microsoft office skills


• Strong written and verbal communication skills and excellent customer-facing skills.


• Strong ability to manage multiple tasks effectively with frequent interruptions.

Benefits

• Employee health insurance paid by us. Optional dependent health insurance covered by employee


• Optional vision & dental insurance.


• Term Life insurance and optional group universal life insurance


• 401(k) with matching employer contribution