Job Description

Independence Wealth is an innovative and client centric firm that specializes in financial planning and investment management with an emphasis on serving retirees and business owners. Please visit our website, independence-wealth.com, to learn more about our firm. Independence Wealth is currently seeking an Client Service Administrator to join our team in Voorhees, NJ to work 15-20 hours per week.

The Executive Assistant/Client Service Administrator is responsible for handling day-to-day office workflow as well as ongoing client communication and relationship management. A financial services background is not required, but the ideal candidate will demonstrate a commitment to learning the details of our business and have a focus on creating an incredible client experience.

In this role, you will be responsible for:

· Proactively and reactively interfacing with clients via phone and email and in person

· Supporting the overall business with special projects and tasks as necessary

· Delivering a high-quality and consistent client experience while proactively identifying areas for improvement

· Acting as the first line of defense for inbound phone calls and office traffic, screening when necessary

· Processing and tracking client paperwork and serving as point-person on back-office operational systems

· Scheduling and confirming appointments and maintaining lead advisor’s calendar

· Assist with marketing and event coordination

This role requires:

· At least 2 years of experience with a professional services firm with preference given to candidates with executive assistant and/or client service backgrounds

· Post-secondary education is preferred

· A professional demeanor and advanced communication skills, including strong phone and email etiquette

· Insistent attention to detail and a commitment to superior work product

·Willingness to complete FPQP (Financial Paraplanner Qualified Professional), with costs covered 100% by the firm. Self-directed time management and multi-tasking capabilities and outstanding organizational skills

· Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality

· Poise and maturity, especially in stressful situations

· Familiarity with or willingness to learn industry-related computer programs and proprietary back-office systems

· The ability to work independently

Advantages:

· Acumen to work and problem-solve independently

· High level of position ownership

· Tech savvy

· ***Previous financial services, legal, insurance, or accounting experience***

What you can expect:

Independence Wealth is not your typical financial services office environment. We have an entrepreneurial team focused on developing a culture of mutual support and organizational and personal growth. For the right person, this is an amazing job. In addition to only accepting nice people as clients, so long as all the work is getting done, vacation/personal days are relatively frequent. As a small business we can only afford to hire the best.

Job Type: Part-time

Pay: From $24.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• Day shift

Application Question(s):

• Do you have experience working in an accounting, financial, insurance, or law office?

Education:

• Associate (Preferred)

Experience:

• Professional Service: 2 years (Required)

Language:

• English (Required)

Work Location: Hybrid remote in Voorhees, NJ 08043