We are seeking a creative, well-organized, and self-motivated individual with strong professional communication skills to provide support in financial planning, client services, and general administration. You will report to the Managing Director/Partner. You need to be a service-oriented, coachable team player who is flexible, adaptable, and willing to assist with and learn about different roles within the company.

Help with data collection, data input, and presentations for financial planning

• Collaborate with advisors to provide tailored client solutions
• Provide customer service to clients and manage the administration of client financial accounts, including financial transactions.
• Help set up new investment accounts drafting emails, preparing customer welcome materials, account distributions, and other onboarding tasks
• Prepare essential documents and PowerPoint-based presentations for client meetings
• Maintain client files within the Salesforce CRM system
• Prioritize and organize workflows, and collaborate in all facets of operations
• Respond to client questions regarding accounts and procedures
• Offer administrative and office management support to the team
• Assist with marketing-related functions and business development activities

What You'll Bring

BA/BS degree in finance or related field

Series 7, 66, 63/65, CA Insurance License not required but preferred

3+ years of experience in Financial Services (Including internships involving customer service or financial analysis)

Experience using MS Office applications, such as Word, Excel, and PowerPoint

Detail-oriented with the ability to prioritize and organize workflow

Ability to work in a fast-paced, high-intensity work environment

Self-starter and able to work independently

Superior interpersonal, organizational, and client service skills

Experience with financial software preferred but not required: eMoney, Money Guide Pro, Salesforce, Nitrogen

Flexible and willing to perform other tasks as assigned