About the job

JOB OVERVIEW

The Client Service Associate provides administrative and financial support to all the members of the practice. This role is seen as the launchpad for development into a Wealth Planner I, Wealth Planner II, or Wealth Advisor role. In a field with so much technical complexity, advancing in this manner creates a tremendous foundation for future growth and ensures we are collectively serving our clients with the utmost professionalism.

RESPONSIBILITIES

§ Basic office management responsibilities to keep office running smoothly and efficiently

§ Responsible for budget, ordering and stocking office supplies

§ Supports Piton team members with administrative tasks

§ Delegates advanced client service requests to the advisors and wealth planners

§ Updates client financial statements and files

§ Executes all basic appointment preparation for client meetings

§ Executed general client service processes and requests

§ Marketing and social media lead in coordination with Montana Event Planning Coordinator

§ Executes assigned workflows in partnership and coordination with broad Piton service team

REQUIREMENTS

§ Undergraduate degree in business or related field

§ Proficient in Word, Excel, Outlook and PowerPoint and good with technology

§ Paraplanner (FPQP) designation within 90 days

§ Open to other professional designations as career progresses (Certified Financial Planner and others)

§ Deep roots and extensive relationships in Montana and preferably, the Flathead Valley

§ High energy and tremendous follow up, highly organized and self-motivated

Piton Wealth

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Client Service Associate (Wealth Advisor track)