What We Are Looking For

A highly detail-oriented professional who thrives in an execution-focused role
Someone who values accuracy, consistency, and operational excellence
A proactive team member who can manage multiple workflows and deadlines without missing details
An organized communicator who follows through on client requests and internal tasks
A reliable partner to advisors, ensuring all client service and operational processes run smoothly
A problem-solver who can identify workflow inefficiencies and help improve processes
A client-focused professional who delivers a high-quality service experience with professionalism and responsiveness

What You Will Do

Serve as a core member of a three-person client team alongside the Lead Advisor and Associate Advisor
Handle inbound client calls, requests, and service needs with professionalism and accuracy
Schedule client meetings and manage advisor calendars
Prepare meeting materials and ensure all documentation is complete before deadlines
Document meeting action items and manage follow-through to completion
Execute account administration tasks including transfers, distributions, contributions, account openings, and maintenance requests
Prepare, review, and submit client paperwork with a zero-error mindset
Coordinate with custodians and third parties to ensure timely completion of requests
Maintain accurate and up-to-date client records across CRM and financial planning systems
Input, verify, and organize financial data and documentation
Track all client deliverables, deadlines, and outstanding tasks
Ensure all client communication and follow-ups are completed accurately and on time
Provide proactive status updates to advisors and support overall team efficiency

Requirements

Strong attention to detail with the ability to maintain a high level of accuracy
Excellent organizational and time management skills
Ability to manage multiple priorities and workflows simultaneously
Strong written and verbal communication skills
Ability to work independently while collaborating effectively within a team
Commitment to delivering exceptional client service
High level of accountability and follow-through
Comfort working within defined processes and operational procedures
Proficiency with CRM systems, financial planning tools, and Microsoft Office/Google Workspace preferred
Experience in client service, financial services, wealth management, or an administrative support role preferred
Ability to maintain confidentiality and handle sensitive client information professionally

Compensation & Benefits

Salary $72,000 + Additional Bonuses
Health insurance is available and will be provided. There is a group Medical, Dental, and Vision Plan.
There is a company 401K with a 4% match and immediate vesting.
Our policy for time away from work is unlimited use of days with a “target” amount of time away for each employee.

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