Align Financial Solutions is a fee-only wealth management firm serving high-achieving women who want clarity, confidence, and long-term financial security.
We are growing thoughtfully and are looking for an Administrative Assistant and Client Service Associate to support clients and strengthen the client experience.
This is a part-time role (15–20 hours per week) with the opportunity to grow into a full-time position as the firm expands.
Compensation:
$20 - $28 hourly
Responsibilities:
What You’ll Be Responsible For
Client Service & Communication:
-
Calling clients to confirm meetings and assist with onboarding
-
Joining rollover calls and helping guide clients through account transfers
-
Responding to client service inquiries with clarity and warmth
-
Preparing and sending follow-up emails and meeting recaps
Onboarding & Custodian Support:
-
Preparing and processing Schwab paperwork
-
Managing ACATs, rollovers, RMDs, and account maintenance
-
Tracking transfers and following up to ensure completion
-
Coordinating account opening and funding workflows
Administrative Support:
-
Scheduling meetings
-
Managing task follow-up
-
Organizing documents within the client vault
-
Updating client records and data entry in financial planning software
Qualifications:
Who This Role Is For
You are:
-
Warm and professional on the phone
-
Calm under pressure
-
Detail-oriented and precise
-
Naturally service-driven
-
Comfortable handling sensitive financial matters
-
Organized without being rigid
-
Looking to grow within a fee-only fiduciary firm
You enjoy creating order, following through, and helping clients feel reassured.
Preferred:
-
3–8+ years experience in financial services, RIA, or wealth management
-
Experience with Schwab Advisor Center (or similar custodian)
-
Familiarity with ACATs, rollovers, RMDs, account paperwork
-
Strong written and verbal communication skills
-
High attention to detail
Nice to Have:
-
Experience with financial planning software (eMoney, RightCapital, Black Diamond, etc.)
About Company
We are a boutique, fee-only fiduciary firm built on integrity, service, and long-term client relationships.
Our clients are thoughtful, long-term focused women who value partnership with experts.
You’ll be part of a firm that prioritizes quality over volume and service over sales.
If you’re looking for meaningful work in a growing firm where your contribution truly matters, we’d love to hear from you.
