What are the responsibilities and job description for the Enhanced Support Specialist position at Wealth Strategies, Inc?
We’re Hiring: Enhanced Support Specialist
📍 Muncie, IN | Full-Time | On-site
Join Wealth Strategies, Inc., where we help clients achieve financial confidence through personalized planning and exceptional service. We’re seeking a detail-oriented, tech-savvy Enhanced Support Specialist to support our advisors and clients with account management, reporting, and communications.
What You’ll Do:
Assist with account openings, transfers, and maintenance
Prepare reports and materials for client meetings
Manage CRM data and client communications
Support compliance, social media, and community initiatives
You’re a Great Fit If You:
Are organized, proactive, and professional
Communicate clearly and love helping people
Enjoy learning and growing in a collaborative team
📧 Apply today: Send your resume to courtney@wsplans.com