Job ID: CSA701
Location: St. Petersburg, FL
Status: Full time
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Firm Summary
Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.
One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients across the United States. Our growth has been rapid, and we are expanding our administrative team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. This position will work with our experienced financial advisor team and will be based out of our St. Petersburg, FL location to service clients in the area.
Job Description
As a Client Services Associate at One Day In July, you will assist the financial advisors with the following duties:
- Assist Advisor Team with calls from both prospective and existing clients; schedule meetings and manage client meetings.
- Review materials related to new clients and accounts to ensure proper documentation and help facilitate a smooth onboarding process.
- Update client records, organize communications and take corrective action as needed in both Charles Schwab and the company CRM.
- Coordinate with clients to complete various paperwork and other tasks.
- Prioritize and track items that need to be accomplished while managing deadlines.
- Become an expert in the day-to-day activities of the business and be able to train others.
- This role requires you to plan, set up, and attend occasional offsite events. You must have reliable transportation and a willingness to travel, along with the ability to transport supplies to and from events.
A strong candidate will:
- Have a proven record of providing superior client service, attention to detail, and documentation.
- Be an excellent communicator, both written and verbal.
- Possess a strong understanding of financial concepts and how they apply to investment management.
- Demonstrate financial acumen and a strong interest in investment management strategies.
- Possess excellent organizational skills.
- Demonstrate excellent Microsoft Excel skills.
- Be proactive: identify opportunities and problems and take them to the next level without being asked.
- Focus on processes and controls with the ability to understand and assess risk.
- Have a commitment to maintaining confidentiality and ethical standards.
What's in it for you?
- Feel great about offering an honest, transparent solution to Floridians and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1)
- Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2
- Join an established but rapidly growing firm.
- Enjoy a low-meeting culture.
- Build a solid foundation for understanding the complex realm of regulatory requirements and compliance best practices applicable to Registered Investment Advisory firms.
- Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
- Develop mastery of subject areas that help clients and other employees.
Salary
- $65,000 - $75,000 commensurate with experience.
Hours / Location
- This job is full time.
- This job is based in our St. Petersburg, FL office.
Benefits
- 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
- 401k match. Available after meeting eligibility requirements.
- An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
- Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.
- Health care plan.
To Apply
Please send the following to Jenny O'Brien at [email protected].
- A resume in PDF format.
- A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants, in context of this specific job. We are looking for previous demonstrations of excellence and commitment, and the more granularity you can provide, the better.
- The Job ID at the top of this posting should start the subject line of your email.
- We do not use AI to screen candidates, and we ask that you don't use generative AI to write your application materials. We want to hear directly from you.
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Work Location: In person
