What are the responsibilities and job description for the Executive Associate position at Dynasty Family Office?
Congrats candidate for taking the time to invest in a new opportunity and growth in your future. We are blessed and excited to chat with you:) The best way to learn about your new opportunity with Dynasty Family Office and what we are about is to review Molly Grubb-Mora's TedX Talk (https://www.youtube.com/watch?v=q7r_pWzMTl0). You can also review our DynastyFamilyOffice.com to learn in greater detail of our firm. The awesome thing about DFO is we are not only a family office but we are also a family. Our clients become acting members of our family and so do you. We throw amazing open house events three times a year with 60-80 people (our team, actual family, friends, and clients) along with happy hours and other events throughout the year. Although we are a virtual firm, you would never realize it through the strong bonds we build with the people we accept into the firm. We are growing by leaps and bounds and it is very clear that we need an extra peep to join. I am personally excited to learn the value you will bring to the firm and the value we can bring to you and your future.If you are looking for a flexible schedule then this is it. With the exceptions of meetings, you create your own work schedule so as your outside work life demands impose into your day you can balance easily personal and business. There are of course limitations to this but largely we all work around our personal life not the other way around:)The ideal candidate is an enthusiastic self-starter who thrives working remotely, both independently and as part of a team. We seek someone eager to build a long-term career with us, embracing the unlimited growth potential we offer.They will prepare investment advisory agreements & new account (mostly digital) paperwork directly, follow up with clients in a pleasant and proactive way, and keep the lead advisors up to date on where clients are in the process. The ideal candidate will also have extensive knowledge in building out and managing digital marketing campaigns. The virtual paraplanner will have the attention-to-detail skills necessary to provide all clients with a clear, contained, and personal client experience.We are looking for someone that LOVES financial operations, tax planning, and thrives in a fast-paced environment and is eager to keep our advisors & clients organized & accountable.The more the client service associate truly owns their role, the more the lead advisors can focus entirely on providing exceptional client advice...which leads to happier clients & the ability to serve more and more householdsWe are seeking an executive administrator to be able to do but not limited to the following tasks:Data entry and information gathering in RightCapital (financial planning software), Just Vanilla (estate planning software), and complete insurance applications, Advyzon and Instead (our tax planning software)Oversee & create insurance applicationsAccount opening with Schwab and knowledge with Schwab Alliance center Be able to help build out AdvyzonExperience with Docusign & PandadocOversee the accounts receivables/payables and invoicing of clientsEvent planning/organizationParty PrepHome office organization and pick-upHelp & support our CCO with compliance tasksServe as “jane/jack of all trades”. Be willing to accept administrative tasks that allow our Lead Advisors to focus on everything elseParticipate in dedicated training sessions (technical financial planning, operational trainings with our vendors, client communication, etc.) while always looking to improve and add to our existing processesReview Molly's emails and respond to them or advance them to Molly for direct response.Film and take photos of Molly for the social media/YouTube channel manager to useOne in office half work day a week (this may vary)Desired qualifications but not required:Experience with Instead, Schwab Alliance, Morningstar, Firelight, Advyzon, Active Campaign (a like marketing campaign platform)Strong attention to detail and organizational skillsExcellent communication and interpersonal abilities.Ability to build out workflows and edit themMost importantly, we are looking for an empathetic, charismatic and passionate candidate who wants to be a part of taking Dynasty Family Offices to the next level.*Benefits will be discussed at time of offerNote: We are looking to ideally bring you on board as soon as possible.