We are a family owned financial services firm founded in 1973. Our motto is We Go Beyond and we take it to heart in what we bring to our clients, our industry and our community. As a result of our attention to detail and focus on service, our firm now oversees more than $1 billion of assets (retirement plan, endowment, foundation and individual wealth management). We are also pleased to have affiliated with Resources Investment Advisors as a partner firm in 2016, which has allowed us to expand our services and capabilities. As we continue to grow, we are looking for new team members to join our team. Must be willing to work hard and have lots of fun!
The Client Services Administrator will assist with the expansion of our Wealth Management division. The primary role will be assisting the Director of Private Client Services in the day-to-day operations to further the investment services associated with our Wealth Management division. Operational functions will include talking with and servicing existing client accounts, discussing investment options, account activities and strategies being implemented.A successful candidate will possess the following:
We are looking for individuals with a passion for going above and beyond for our clients. If you have strong relationship building skills are reliable, highly organized and passionate about client service we would love to hear from you.
Salary based on experience and industry knowledge. We also provide a well-rounded corporate benefits program to include health, dental, vision and 401k.