Position:

We are a team-oriented group of Independent Financial Advisors looking for a Full-Time administrative professional to support our team. You would be working directly with the owners of the firm and our clients. There will be opportunities for skills growth throughout the role. Must have a "Happy to help" attitude, be a problem solver, self-starter, and be able to multi-task effectively. Our industry is everchanging and you must be able to adapt. We have a great, diverse group of clients and a team that is focused on working smarter, together. Please note that this is NOT a remote position and will require you to be in the office Monday through Friday.

Duties and Responsibilities:

Work in tandem with the Operations Manager in all aspects of office responsibilities
Help support four financial advisors and their clients as needed.
Must be able to work with a diverse group of people.
Spanish is a plus

Qualifications:

High School Diploma or GED required.
Experience in the Financial Industry is required.
Must have good attention to detail.
Customer service and communication skills required.
Ability to work independently and manage multiple tasks simultaneously required.
Proficient in Microsoft Office 365 Suite and client managment tools skills required (i.e., internet, email, client communications, etc.).

Redwood Family Wealth is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.'

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Vision insurance

Application Question(s):

Do you have any experience in the Financial Industry? If so, how many years?
Describe an issue you had with a client, co-worker, or superior, and how you were able to resolve the issue.

Experience:

MS Office 365: 3 years (Preferred)

License/Certification:

Series 7/SIE Exam, 63, 65, or 66 (Preferred)

Work Location: In person

Redwood Family Wealth

Latest Jobs

Full-Time Financial Assistant