Executive Assistant & Client Services Associate Crooks & Company Financial Management, Inc | Oregon City, OR | Full-Time |

In-office Pay:

$60,000 - $68,000 per year, plus bonus potential About Us Crooks & Company is an independent financial planning and wealth management practice affiliated with LPL Financial. We build long-term relationships with our clients, helping them plan for retirement, manage their investments and make confident financial decisions. We're a small, close-knit team, and every person here has a direct impact on our clients' experience. About the Role We're looking for a detail-oriented, proactive professional to be the operational backbone of our advisory practice and the right hand to one of our advisors. You'll own advisory account operations from start to finish, guide new clients through onboarding and help our office run smoothly. If you love being organized, take pride in getting things right and enjoy helping clients feel taken care of, we'd love to hear from you. What You'll Do Advisory Operations Lead the onboarding process for clients moving into advisory services. Coordinate paperwork and communicate with clients. Open, maintain and close advisory accounts, and process transactions including distributions, contributions, Roth conversions, journals and incoming and outgoing transfers. Handle account maintenance such as beneficiary updates, trusted contacts, address changes and investment objective changes. Track and coordinate Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) across all client accounts. Monitor internal account notifications and respond promptly. Coordinate account rebalances with the lead advisor. Executive Support Manage and help prioritize the advisor's task list and client requests. Monitor the lead advisor's email and voicemail. Respond, schedule or create CRM tasks as appropriate. Client Reviews & Financial Planning Prepare for client reviews by updating financial plans, syncing account data and pulling reports. Turn review notes into clear follow-up tasks and scheduled events. Office Support Function as a part of the administrative support team both giving and receiving support on key areas of office workflow. Provide notary services as needed.

What We're Looking For Required:

Exceptional attention to detail and accuracy. Strong organizational skills and the ability to manage and prioritize many open items without dropping any. A proactive, ownership mindset. Warm, professional communication skills by phone and email. Discretion with confidential client information. Proficiency with Microsoft Office and comfort learning new software.

Preferred:

2+ years of experience in financial services operations, client service or as an executive assistant. Familiarity with investment firm account types and terms. Experience with investment account transfers (ACATs) and processes (RMDs, QCDs and Roth conversions) a plus. FINRA licenses (SIE, Series 7, 66 or 65), or willingness to obtain them a plus Notary commission, or willingness to obtain one

Why Join Us Benefits:

health insurance, 401(k) with match, PTO, paid holidays, etc. Licensing and professional development support A small team where your work is noticed and valued Meaningful work helping clients reach their financial goals How to Apply Submit your resume through Indeed along with a cover letter detailing why this role is a good fit for you. Crooks & Company Financial Management, Inc is an equal opportunity employer.

Pay:

$30.00 - $34.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) 401(k) matching Health insurance Paid time off Vision insurance Ability to

Commute:

Oregon City, OR 97045 (Required)

Work Location:

In person