Responsibilities

• Research and Input data related to financial projections and investment analysis
• Support client service teams to ensure client experience exceeds expectations
• Work to develop the essential communication, technical and social skills to support the client relationships
• Work under close supervision and guidance with narrowly defined limits of authority
• Attend networking events and begins to build relationships in the community
• Seek to learn and develop skills
• Follow through on requests and communicate delays

Qualifications & Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelors' degree in related field and working towards obtaining CFP credentials
• Typically, 0-3 years’ experience

Competencies listing for Job Family

• Accessibility
• Communication
• Coordination
• Follow Through
• Proactive
• Service

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is over-time exempt and is paid according to the laws of the State of California. The pay range for this position is $63,000 – $101,600 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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