Role Description:
Responsibilities include completing Schwab forms, ensuring that Schwab processes forms and instructions correctly, managing Schwab alerts, administering client data gathering and maintenance and responding to administrative client queries.
Responsibilities:
· Perform all Schwab administrative tasks, including opening accounts, transferring accounts, depositing checks, processing withdrawals, transfers and other transactions
· Assist in client onboarding
· Ensure timely responses to all client correspondence and inquiries
· Identify opportunities to improve our client service processes
· Develop expertise in our firm’s relevant technology and software tools and platforms within your first year of employment
Requirements:
· Series 65 licensed (if not licensed, obtain license within 90 days of employment)
· Well organized, with extraordinary attention to detail and the ability to support multiple advisors
· Responsive and prompt
· Effective verbal and written communications skills
· Ethically strong, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information
· Enjoy collaborating and being a part of a team that puts clients first
· Have the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base
· Are tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software
· Are open to feedback and coaching
· Have a positive, can-do attitude
· Want to successfully develop into a client account management role with long-term growth potential within our firm
Preferences:
· Associate degree or higher
· Basic MS Excel and Word proficiency
· Prior custodian/broker experience
· Prior fee-only RIA experience
Benefits:
· $60,000 Exempt Base Salary
· Annual bonus based on performance and firm profitability
· Company-paid health insurance
· 15 days of paid vacation and holidays
· 401k plan
· 100% Remote, if desired