Job Description
Job Description
Wealth Management Assistant
Job Posting
Jack B. Murad, CPA, MBT, owner of a growing Premier Wealth Management & CPA Firm in Agoura Hills, CA has a rewarding opening for a Wealth Management Assistant. This position will be focused on helping the advisor grow his business by creating consistent and pleasant client experiences. We believe in service with a smile, treating others the way that we wish to be treated and always going the extra mile. The ideal candidate will also be unwavering in our beliefs, integrity, and ethical standards.
Responsibilities include but are not limited to:
· Greeting clients and visitors
· Screening and/or selectively referring callers
· Maintaining client databases and compiling information to prepare reports using appropriate software
· Setting up client appointments and maintaining the Advisor’s schedule
· Preparing for client appointments ensuring all necessary data is prepared in advance.
· Ensuring necessary tasks are completed for client accounts, including new account paperwork, scanning of documents, and archival of documents
· Performing various client services tasks & account maintenance items, ensuring service in every interaction
· Performing additional administrative tasks and special projects as assigned, including basic office functions
· Collating, scanning, and archiving tax documents. Assembling returns to be mailed to the client
· Log incoming client tax & financial documents and some data entry of client information
· Communicate with clients regarding scheduling, missing data, and signed tax forms
Requirements:
· Two-Four years related experience (administrative, customer service) or equivalent education
· Microsoft Office experience (Word, Excel)
· Financial Services Experience Preferred
Competencies:
· Excellent Analytic and Problem-Solving Skills
· Building Trust and Integrity
· Positive Nature
· Attention to work quality & details
· Relationship building
· Client Centric
· Professional Appearance & Demeanor
· Communication Skills
· Ability to work independently
This position plays a critical role in the success of a Premier Wealth Management & CPA Firm. We believe in work/life balance. There is significant potential to grow and advance in your career if desired. Core office hours are Monday through Friday 9am-5pm. Plus 2-4 hours on Saturdays February-April 15th.
**For the right candidate, this role could also be available part-time. Please apply for further details.