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New Business Coordination & Client Support

Wealth Management and/or Financial Planning Firm Experience (Required)
Office Management Experience (Required)
Knowledge & experience with investment accounts including: account opening, working with delivering firms, procedures, & terminology (Required)
Office Support & Customer Service Experience (Required)
Well Versed with Microsoft Office (Required)
Basic to Intermediate Proficiency with Salesforce Client Relationship Manager (Desired)
Capable to Effectively Handle Multiple Projects Simultaneously
Persistence in following a task from start to finish
Strong attention to detail and accuracy
Ability to work effectively independently and in a team setting
Organizational skills
Problem solver and self-starter
Provide exceptional client experience in person, via phone, or email
New investment application submission and follow-up
Track and document fund transfers
Facilitate account contributions and distributions
Accurate data input & maintenance into Salesforce (CRM)
Interact with client directly to initiate and complete client service requests
Firm profitability review and tracking
Daily/Weekly New Business Reporting & Tracking
General office management duties
Assist with special projects, as assigned
Compensation level will be commensurate with candidate’s ability and relevant experience. *Only resumes with required experience will be considered.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year