🛠 Tech Stack

💼 About This Role

You'll support a team of financial professionals by providing exceptional client service, assisting with investment research, and maintaining accurate account records. You'll help prepare client reports and reconcile accounts, directly impacting the team's efficiency. This role offers growth in a collaborative, employee-owned environment.

🎯 What You'll Do

• Provide professional client service and manage account requests.
• Review and maintain account documents and resolve complex issues.
• Prepare monthly and quarterly client-facing materials.
• Utilize Excel for investment analysis and account reconciliation.

📋 Requirements

• Proven ability to build team relationships and communicate effectively.
• Strong attention to detail and ability to perform semi-advanced math.
• SIE, Series 7, and Series 66 (or 63/65) licenses preferred, or obtained within 6 months.
• Proficiency with Microsoft Excel, Word, and Outlook.

✨ Nice to Have

• Post-secondary education.
• Interest in the investment process.

🎁 Benefits & Perks

• 🏖️ Medical, Dental and Vision
• 🏖️ Company 401(k) and ESOP contribution
• 🏖️ Generous sick, vacation, and maternity/parental leave
• 🏖️ Professional Development Opportunities
• 🏖️ Tuition Reimbursement ($15,000 lifetime cap)