Remote Admin and Ops Associate

September 26

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Clark Asset Management

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Retirement Income Planning • Financial Advisor • Investment Management • Fixed Flat Fee

2 - 10

Description

• Seeking an experienced Admin & Ops Associate for our wealth management firm • Provide exceptional service to our clients and support our advisors • Manage Bradley’s email, voicemail, etc. • Help prepare materials for sales conversations and manage correspondence for HR support

Requirements

• 5+ years of experience in Admin, Ops, and/or Client Service roles in financial advisory practices • Exceptional organization skills and attention to detail • Thrive juggling multiple tasks and projects • Experience maintaining client information in a CRM • Proficient in Microsoft Office • Excellent communication skills • Well organized and respectful of client service standards and deadlines • Thrive in a startup culture and willing to learn (i.e. saying “I need help” or “I don’t know”) • Consistently demonstrate our core values (Service, Humility, Curiosity, Transparency, Tenacity)

Benefits

• Target Bonus: 5% of base salary • 401-K Match (4%) • Health, Dental, & Vision • Potential for professional development reimbursement • Unlimited PTO – Just get your work done!