What are the responsibilities and job description for the Office & Client Service Assistant position at Primetime Wealth Management?
Primetime Wealth Management is a fiduciary financial planning firm in Pittsford. We're small, personal, and focused on taking great care of our clients. We're looking for a personable, reliable, computer-savvy person to be the first voice clients hear and the first face they see when they come by. This is a great fit for a recent college graduate or a support-minded person who wants hands-on exposure to the wealth management business.
What you'll do
- Answer and route calls, take messages, and schedule client appointments.
- Welcome clients who stop in to drop off documents, and make the office feel open and welcoming.
- Keep client plans in eMoney Pro current: update account connections, re-link accounts across our Schwab master accounts, and keep information accurate.
- Sort accounts by type, such as IRA, Roth IRA, 401(k), and taxable, and flag what's qualified and what isn't.
- Help prepare client plans, paperwork, and meeting materials.
- Handle general office work: filing, scanning, mail, supplies, errands, and keeping things running smoothly.
What we're looking for
- Someone personable, dependable, and quick to learn. A college degree is welcome but not required.
- A friendly, professional phone and in-person manner.
- Strong attention to detail and comfort handling confidential client information.
- Good with computers and new software. eMoney, Schwab, or CRM experience (we use Wealthbox) is a plus, but we'll train the right person.
- Experience in an insurance office or customer service role is a plus. This is a client service and support role, not a sales position.
- Basic knowledge of retirement account types is helpful, but not required.
Requirements
- Strong computer skills.
- A background check is required.
- A valid driver's license, a clean driving record, and reliable transportation are required. There's no public transportation to our office, and the role may involve driving.
The details
- Full-time, Monday through Friday. Posted hours are 8:30 AM to 5:00 PM, with a required 30-minute unpaid meal break under New York State law.
- In person at our Pittsford office.
- Pay: $20.00–$28.00 per hour, depending on experience.
If you enjoy helping people, want to learn how a financial firm works, and like keeping things organized, we'd love to hear from you.
Pay: $20.00 - $28.00 per hour
Expected hours: 40.0 per week
People with a criminal record are encouraged to apply
Education:
- High school or equivalent (Required)
License/Certification:
- Driver License (Required)
Ability to Commute:
- Pittsford, NY 14534 (Required)
Work Location: In person
Salary : $20 - $28