🛠 Tech Stack

💼 About This Role

You'll provide administrative support to lead advisors and ensure high-quality client service in a collaborative, purpose-driven team environment. This role focuses on operational excellence, not a path to becoming an advisor.

🎯 What You'll Do

• Prepare client onboarding and maintenance documentation
• Handle money movement requests including trades and transfers
• Manage CRM data accuracy and input client data
• Coordinate client touchpoints and quality control

📋 Requirements

• 1-4 years in an administrative role
• Proficiency in Microsoft Office Suite
• Self-motivated with client service focus
• Undergraduate degree preferred

✨ Nice to Have

• Financial services industry experience
• Salesforce experience
• Business, Economics, Finance, or Accounting degree

🎁 Benefits & Perks

• 🩺 Fully paid medical, dental, vision for employees
• 🏖️ Minimum 3 weeks PTO plus Winter Break and Summer Fridays
• 📈 401(k) with 100% match up to 3%
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing)
• 🎓 100% reimbursement for required training and certifications

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Team interview· 60 min

🚩 Heads Up

• Role is administrative, not a path to advisor (explicitly stated)