Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an experienced client service professional who has a passion for helping clients in our Irvine, CA office.

Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, GA, CA, OR, PA and WA. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service.We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.

We are looking for a self-starting problem solver, with a strong sense of client service, who can think critically and wants to be part of our team.

Responsibilities:

Provide operational and administrative support to team of Financial Advisors and Planners
Provide a high level of service to our firm’s clients
Collaborate closely with partner custodians to coordinate and facilitate all aspects of client service, including account setup, maintenance, and issue resolution ensuring a seamless client experience
Support the advisory team with quarterly billing and reporting processes
Provide administrative support during the financial planning process
Process account paperwork and maintain related files
Assist with marketing projects asneeded
Contact clients to proactively schedule review meetings
Respond to client requests forservice
Answer telephone, relays messages and greet clients
Establish and maintain organized department files and records
Plan and/or attend meetings as requested by the Advisors
Assist with projects as needed
Perform other duties as assigned

Requirements:

3-5 years finance or investment industry experience
Bachelor’s Degree preferred
Knowledge of investment products and custodial accounts preferred
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); Internet and CRM software
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment
Ability to work independently and as part of a team
Ability to learn and adapt quickly to multiple technology platforms

Apella Wealth, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Wealth offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.

Apella Wealth

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