🛠 Tech Stack

💼 About This Role

You'll provide administrative and client service support to lead advisors at a purpose-driven RIA, helping deliver exceptional experiences. You'll manage CRM data, process paperwork, and handle money movements to ensure client retention and growth. This role has a clear administrative career path with purpose-driven culture and wealth advisory impact.

🎯 What You'll Do

• Prepare and process client onboarding, implementation, and maintenance documents
• Manage money movement requests including capital calls, distributions, and asset transfers
• Input and maintain client data in Salesforce CRM with accuracy
• Coordinate client touchpoints like anniversaries, thank you notes, and gifts

📋 Requirements

• 1-4 years of experience in an administrative role
• Proficiency in Microsoft Office Suite (Word, Excel, Windows)
• Self-motivated with client support focus
• Ability to learn position-related systems on the job

✨ Nice to Have

• Experience in financial services industry
• Undergraduate degree in Business, Economics, Finance, or Accounting
• Salesforce experience

🎁 Benefits & Perks

• 🏥 Fully paid medical, dental, vision for employees
• 💰 401(k) with 100% match up to 3%
• 🏖️ Minimum 3 weeks PTO starting Day 1
• 🎓 100% reimbursement for required training, certifications, licensing
• 👶 Paid Parental Leave: 13 weeks birthing, 6 weeks non-birthing