Pay Range:

$50,000 - $60,000/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits:

Retirement plan matching Paid time off Flexible hours may be available Potential for performance bonuses.

Responsibilities:

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

2+ years of financial industry experience, preferably in wealth management 2+ years of experience in client service industry

Preferences:

Strong attention to detail and organizational skills Effective oral and written communication; able to explain complex information clearly and simply Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Time management skills with the ability to handle multiple projects and deadlines Possess strong analytical and problem-solving skills Self-motivated, driven and takes initiative Experience with the Microsoft program suite (Outlook, Word, Excel)

Pay RangeResponsibilities:

Provide comprehensive client support through daily communication with advisors and clients, addressing inquiries on account activity, policies, and documentation while managing time-sensitive tasks such as RMDs, distributions, and tax forms. Submit account instructions, research complex issues, and collaborate with internal teams to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while contributing to peer development and project work. Manage operational reports for cash management and distributions, complete special projects, and promote cost-saving initiatives through digital adoption. Perform administrative duties such as scheduling, preparing meeting materials, updating CRM systems, and processing expense reports. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

2+ years of financial industry experience, preferably in wealth management 2+ years of experience in client service industry

Preferences:

Strong attention to detail and organizational skills Effective oral and written communication; able to explain complex information clearly and simply Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners Time management skills with the ability to handle multiple projects and deadlines Possess strong analytical and problem-solving skills Self-motivated, driven and takes initiative Experience with the Microsoft program suite (Outlook, Word, Excel)

Pay:

$50,000.00 - $60,000.00 per year

Benefits:

Paid time off Parental leave Retirement plan

Education:

Bachelor's (Required)

Experience:

Administrative:

3 years (Required)

Work Location:

In person