We are seeking a Client Associate -- Financial Advisor Assistant to join our team! You will deliver personalized help with all administrative activities helping our clients.

Responsibilities:

• Day to Day administrative role activities
• Managing Calendar of client meetings
• Handling all paperwork needed for the firm
• Working closely with us Advisors to be sure all tasks are completed for our clients
• Taking responsibility to help the business grow. i.e. coming up with tasks that may be good for the business overall/ client growth and acquisition/
• Helping out with other office tasks needed (i.e. ordering office items...)
• Potentially growing with the firm by adding additional value above and beyond administrative role
• We do provide a decent amount of flexibility which will be discussed in great detail if you are interviewed.

​Qualifications:

• Previous experience in banking, financing would be a plus
• Previous experience in client facing role a plus
• Familiarity with investment products and services a plus
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Technology skills with Excel, Word, Internet Services a must.

Pay will be determined by individual candidate experience.

No Medical Benefits Provided.