JOB DESCRIPTION
Reporting directly to the Managing Partners and Client Service Director, the Wealth Management Assistant/Receptionist is an important part of the team as this role supports both client services efforts and operational tasks. You will assist in maintaining a professional office environment as a primary point of contact for clients, while also functioning as a versatile support resource for the team through data entry, meeting prep, and general office support as needed.
PRIMARY DUTIES AND RESPONSIBILITIES
- Professionally interact with clients and guests in a friendly manner, including greeting clients and guests, answering the phone, setting up appointments and directing clients to leadership for service
- Assist in client service-related operations such as maintaining and creating various client-related tracking excels, and following established organizational procedures
- Thorough research and detailed reporting on industry and investment topics as assigned
- Assist in appointment preparation for upcoming client appointments
- Serve as back-up support as needed in preparing reports, folders, and visual models for upcoming client appointments to ensure the Managing Partners are fully briefed
- Work with the team in office maintenance and other administrative tasks as needed
DESIRED SKILLS AND EDUCATION
- Reliability: A proactive worker who takes ownership of the front desk and holds themselves accountable for office-wide support
- Client-First Mentality: Exceptional oral and written communication skills with a natural talent for customer service
- Detail Oriented: Attention to detail with an emphasis on accuracy
- Adaptability: Willingness to pivot between greeting a client and performing detailed administrative tasks or research
- Desire to learn and willingness to ask questions-an interest in private wealth management is welcome
SCHEDULE AND COMPENSATION
- Monday, Tuesday, Wednesday, Thursday & Friday-20 Hours/Week
- 1:00 pm-5:00 pm
- Compensation TBD
APPLICATION INSTRUCTIONS
Apply through indeed.com
REQUIRED DISCLOSURE
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Pay: From $15.00 per hour
Application Question(s):
- Are you willing to complete a background check if offered a position?
- Given the onboarding investment we put into this position, we’re hoping to find someone who plans to stay for at least a year. Is that a timeline you are comfortable committing to if hired?
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 1 year (Preferred)
Shift availability:
Work Location: In person
