Cornerstone Wealth Advisory is looking for a Business Operations & Client Service Associate to work on their accomplished team. This individual should be organized, have good tech skills , be motivated and enthusiastic , with a good work ethic. The individual should be coachable and open to learning and growing, with meticulous attention to detail. The culture at Cornerstone is one of integrity and dedication to the well-being of our clients. We strive to be our best and focus on continued growth.
Roles & Responsibilities
In this role, you will report to the company's Founder and CEO and COO.
Some of the key responsibilities are:
- Managing Investment account applications and wealth management business
- Life Insurance Applications, underwriting and approval Process
- Onboarding New Clients
- Data Aggregation & Organization
- Client Meeting Preparation
- Client Service and Care
- Client communications
Requirements
Candidate must project a professional company image through strong communication skills, maturity and dedication to continued growth and development. Exposure to sensitive information always requires adherence to confidentiality standards. Tact, diplomacy, and sound judgment must be exercised in interactions with the team and with clients. Must be able to take direction from other team members while also being able to captain the team to fulfill various expectations. Must have aptitude and eagerness to learn and continually develop.
- Prior experience in the financial industry preferred but not required
- Strong Excel skills
- Organization skills, follow through, and attention to detail
- Strong computer proficiency, including Microsoft Office and modern web apps
- Exceptional written communication skills including strong proofreading ability
- Excellent interpersonal skills
- Ability to take direction and prioritize accordingly
- Ability to communicate an expectation to others and follow through to completion
- Ability to take action and stay on track with direction and using sound judgement
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Finance: 2 years (Preferred)
- Microsoft Excel: 2 years (Required)
Work Location: In person
