Aldrich Wealth is a dynamic, fast growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage more than $4 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth building, wealth preservation and life goals. We guide our clients through today’s financial complexities in order to protect and grow their financial assets for tomorrow.

We are looking for a highly organized and client focused individual to join our Client Services team. You will provide support to Advisors and fellow Team Members, working directly with clients as necessary. Candidates that fit our firm and culture enjoy working as part of a team and are dedicated to superior client service. This individual will have a talent for request triage, appropriate escalation decision-making, strong business ethics and the ability to positively interact with the diverse personalities of our firm employees and clients.

Responsibilities

• Open new accounts and make changes to existing accounts for high net worth individuals
• Process & track standard client requests such as checks, wires, asset transfers, address changes, ACH set-up and more
• Interact with clients by phone, email, website and in-person
• Manage and maintain electronic client files and records
• Coordinate client mailings and email "blasts" as needed
• Data queries in CRM, portfolio management and document management software
• Assist in maintaining industry regulatory requirements from both the SEC & DOL
• Review and reconciliation of outstanding issues in portfolio management software
• Act as back-up to other members of the Client Services Team

Critical Attributes for Success

• Actively support an environment of teamwork, cooperation, performance excellence and personal success
• Capable of leading special projects as assigned
• Willingness to take initiative and strong follow-through skills
• Diligent attention to detail to ensure accuracy and completeness of work
• Professional organization and time management
• Dependable

Education and Experience

• Minimum 2 years recent experience in a similar role in a financial services firm
• Excellent written and verbal communication skills
• Experience with CRM, Charles Schwab and/or TD Ameritrade platforms a plus
• Experience with Salentica Engage and Tamarac products a bonus
• Strong Microsoft Office skills required

Aldrich is an equal opportunity employer. 

Perks and Benefits

Our employees enjoy a competitive compensation and benefits package, including:

• Medical, dental, vision, life, and disability insurance
• 401(k) plan with match and profit sharing
• 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, Paid Parental Leave, and 3.5 weeks of vacation and sick leave in the form of a Paid Time-Off bank

To Apply

Submit your resume and cover letter describing how you meet the minimum qualifications and desired attributes.