🛠 Tech Stack

💼 About This Role

You'll support lead advisors in delivering exceptional service to clients in a purpose-driven RIA firm. You'll manage administrative tasks, client onboarding, and data integrity in Salesforce to ensure seamless client experiences.

🎯 What You'll Do

• Prepare documentation for client onboarding and maintenance.
• Act as primary contact for custodial operational matters.
• Manage CRM data integrity and keep records current.
• Handle money movement requests and asset transfers.

📋 Requirements

• 1-4 years of administrative experience.
• Proficiency in Microsoft Office Suite.
• Self-motivated with strong organizational skills.

✨ Nice to Have

• Experience in financial services preferred.
• Salesforce experience a plus.
• Undergraduate degree in business or related field.

🎁 Benefits & Perks

• 🏖️ Minimum 3 weeks PTO starting Day 1.
• 🏥 Fully paid medical, dental, vision for employees.
• 💰 401(k) with 100% match up to 3%.
• 📈 Equity ownership opportunities for every employee.
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing).

🚩 Heads Up

• Explicitly states not a pathway to become an Advisor.
• In-office requirement with no remote flexibility mentioned.