💼 About This Role

You'll support financial advisors in delivering outstanding service to clients at an employee-owned firm. You'll help manage client accounts and process transactions while upholding high ethical standards.

🎯 What You'll Do

• Assist advisors with client account management
• Process client transactions and paperwork
• Respond to client inquiries and requests
• Maintain accurate client records

📋 Requirements

• High school diploma or equivalent
• 1-2 years of office or financial services experience
• Basic knowledge of financial products

✨ Nice to Have

• Associate's degree in finance or business
• Experience with CRM software

🎁 Benefits & Perks

• 🏖️ Paid time off and holidays
• 💰 401(k) matching
• 🏥 Health insurance
• 📈 Employee stock ownership

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2In-Person Interview· 1 hour
3. 3Offer· 1 hour