🛠 Tech Stack

💼 About This Role

You'll support high-net-worth clients and advisors in a wealth management firm, handling communications, scheduling, and account transactions. Your work ensures a seamless client experience and strengthens advisor-client relationships. This role offers exposure to financial planning and growth in a collaborative team environment.

🎯 What You'll Do

• Communicate with clients via phone, email, and in-person.
• Schedule client review meetings between clients and advisors.
• Monitor cash deposits, withdrawals, and balances in accounts.
• Process client requests such as RMDs, wires, and ACH transfers.

📋 Requirements

• 3+ years experience in Wealth Management, Tax, or Financial Services.
• 2-year degree in a financial planning related field or equivalent work experience.
• Strong attention to detail and accuracy.
• High proficiency in Microsoft Office including Outlook, Excel, and PowerPoint.

✨ Nice to Have

• Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, or eMoney Advisor.
• Advanced Microsoft Office skills.
• Basic knowledge of investments.

🎁 Benefits & Perks

• 💰 Competitive salary and bonus plan
• 🏥 Competitive medical, dental, and vision plans
• 🏖️ Unlimited, discretionary time off
• 👶 Paid parental leave
• 📈 401(k) matching program

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Final Interview· 45 min