Client Services Specialist to Financial Advisor - May 2023
Unified Wealth Management is a family run wealth management firm looking for administrative support for our growing practice. Our mission is to make our client’s money work harder, smarter, and more tax efficiently. This role features a flexible schedule, requiring approximately 25-30 hours a week.
The role of Client Services Specialist to Financial Advisor is instrumental to the success of our operation and is responsible for:
- Organizing client data
- Preparing, processing, and scanning documents
- Maintaining multiple databases
- Managing correspondence and assisting management with all aspects of business continuity
Requirements:
- 2+ years of relevant Financial Services experience
- College degree required
- Ability to maintain strict confidentiality & privacy policies
- Polite, professional, and friendly disposition
- Strong proficiency with Word, Excel, and Outlook
- Ability to prioritize tasks and use time management skills to meet deadlines
- Attention to detail with extremely high focus on accuracy
- *Background check is required*
Pay/Benefits:
- $25/hour
- Flexible hours- Monday through Friday
- Consideration for partial work from home (after completing training)
Please submit resume to Claire Hobby, Claire.hobby@unifiedwm.com
