THE TEAM YOU WILL BE JOINING:

• A leading, privately owned and independently managed financial services firm with almost 30 years of experience in the industry
• A company dedicated to maximizing value and building strong, trusting relationships
• Current team of 9 driven professionals with a global vision
• Fast-growing firm that has doubled business in the last 2 years

WHAT THEY OFFER YOU:

• Upward mobility and opportunity for advancement
• Chance to play an integral role in building relationships and developing business
• Beautiful office space with a collaborative, team-centered and client focused atmosphere
• Excellent benefits

WHY THIS ROLE IS IMPORTANT:

• Maintain client relationships, process client requests including moving money, required minimum distributions from IRA's and check requests 
• Onboard new clients and collect all required documentation
• Take part in available training and education programs to stay current on policies and procedures 
• Perform administrative duties in support of Financial Advisors as needed and support internal special projects 

THE BACKGROUND THAT FITS:

• 5-7 years experience with a Registered Investment Advisor
• Bachelor’s Degree required
• Strong computer skills including knowledge of CRM software and Microsoft Office 
• Able to work in a changing environment
• Operate with strong attention to detail and organization