**In order to be considered for this position, please cut and paste the following link into your browser to complete the Culture Index survey:

https://go.apply.ci/s/985PTpuuc0

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This position is a key role within our Operations Department.

The job objectives and key responsibilities are as follows:

• Backup to Client Liaison (Receptionist) on the phone system which means answering; screening and forwarding calls, providing information, and taking messages, as well as assisting with conference calls and zoom meetings.
• Backup to Client Liaison (Receptionist) during lunch breaks, meetings, blocked time, and vacations.
• Placing calls to prospects and clients to schedule/confirm meetings during designated times.
• Entering meeting info on calendar(s) as well as entering data into our Junxure software system (where we house all client data).
• Processing incoming/outgoing mail as needed.
• Downloading quarterly electronic statements and confirmations; sorting/scanning quarterly physical statements and confirmations, creating hyperlinks for principal review.
• Data entry/maintenance - updating contact/other information within our Client Resource Management Software ("CRM").
• Processing and mailing incoming checks.
• Processing compliance and service forms.
• Participation in our internal audit and other aspects of our compliance program.
• Cloud data projects within our CRM; completing data maintenance requests; troubleshooting; workflow generation and modification.
• Process and maintain compliance documents, including but not limited to Investment Policy Statements and Private Client Account Agreements.
• Submitting client service requests to account custodian.
• Client meeting folder preparation.
• Sending/completing action items, saving meeting notes/correspondence and last meeting dates, and compiling related lists.
• Assist with client and advisor requests as needed
• Able to assist clients with general requests and questions, including tax form and statement requests, address changes
• Maintain a high level of confidentiality with respect to firm's operations and all client data.
• Participation with our quarterly client report generation and distribution process - working directly with advisors to complete report review; distribute client reports via mail and uploading to web portal.

Qualifications and Skills

Education:

• Bachelor's Degree in a Business or related curriculum.

Skills Needed:

• A minimum of one to three years professional business experience with a focus in Accounting, Finance preferred or related professional office environment.
• Must be highly detail-oriented, proactive, and self-directed.
• Requires excellent written and verbal communication skills.
• Must be able to work independently with limited supervision.
• Must also be able to work well within a team environment and within groups.
• Ability to prioritize and communicate when given multiple, deadline-oriented tasks.
• Comfortable with predictable, consistent tasks done in an orderly, systematic way.
• Comfortable with presenting ideas for process improvements as needed.
• Ability to employ deductive reasoning.
• Must have strong customer service orientation and possess strong interpersonal skills.
• Requires excellent computer skills including CRM, Excel, Access, PowerPoint, and experience with financial software packages.

**In order to be considered for this position, please cut and paste the following link into your browser to complete the Culture Index survey:

https://go.apply.ci/s/985PTpuuc0

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
Common surfaces regularly sanitized, masks available

Education:

• Bachelor's (Preferred)

Experience:

• Professional: 1 year (Preferred)

Work Location: In person