Do you want a job, or do you want to make an impact?
At our firm, we don’t hire people to “fill a role.” We bring on team members who want to be part of something bigger — transforming the financial futures of families and building lasting trust. If you’re looking for average, this isn’t it. If you thrive in an environment where accountability, excellence, and client care aren’t just words but a way of life, then you may be exactly who we’re looking for.
We believe in living Above the Line — taking ownership, solving problems, and refusing to settle for mediocrity. Every team member here contributes directly to the experience our clients receive, and that makes this role mission critical.

• Accountability: See it, Own it, Solve it, Do it
• Become part of the solution
• Respect for others and their feelings
• Act now!
• Ask: “What else can I do?”
• Seek coaching and feedback
• Take personal ownership and pride
• Reject average
• Show others you care

• Accurately prepare and process account opening, transfer of assets, and related client documents, ensuring timely completion and follow-up on corrections.
• Serve as the first point of contact for clients by answering phone calls, emails, and other inquiries with professionalism and warmth.
• Schedule and manage appointments to optimize advisor availability.
• Communicate with clients to gather information, address questions, and resolve issues promptly.
• Create and update process workflows of daily, weekly, and monthly tasks performed.
• Maintain organized client files: file all client documents (including in Docupace), keep files audit-ready, and return documents to clients as needed.
• Stay up to date with compliance requirements and assist in maintaining firm-wide compliance standards.

• 2+ years’ experience working with a financial advisor or in a related professional services role.
• Strong client service skills with excellent oral and written communication.
• Self-motivated with the ability to prioritize and manage multiple responsibilities.
• Proficiency with Microsoft Office and familiarity with Redtail and Docupace.
• Excellent follow-up and follow-through capabilities.
• Highly organized, meticulous, detail-oriented, and able to multi-task.
• Professional attitude, demeanor, and appearance.
• Compensation commensurate with experience.