Job Details

The ideal candidate will have a Bachelor`s degree and preferably at least 5 years of work experience.

When applying, in addition to submitting a resume, please submit a cover letter.

Position available for a mature, professional and extremely detail oriented individual to join our independent financial planning firm in San Luis Obispo. The ideal candidate will be task oriented and be able to maintain a high level of accuracy. Must be able to work under tight deadlines, have excellent follow-through, and be a self-starter.

Responsibilities:

• Process client paperwork for account establishment and maintenance
• Proactively track new account funding
• Process check/security received
• Handle clients ACH/check transfer requests and follow through completion
• Provide effective cash management services for client accounts
• Handle accounting tasks
• Perform account research as necessary
• Prepare paperwork and reports required for client reviews
• Organize and maintain client files
• Develop a comprehensive understanding of investment programs that we are utilizing
• Interact with business partners with professionalism
• Continually evaluate day to day activities for process improvement opportunities
• Manage assigned projects
• Develop and maintain written systems of all activities
• Handle incoming calls from clients and business partners pertaining to account administration
• Respond to client`s e-mails and voicemails same day of receipt

Experience Required:

• Bachelor`s degree
• At least one year of office experience in the same role

Requirements:

• Superior attention to details
• Strong follow up on action items
• Excellent organizational skills and ability to effectively prioritize and multi-task
• An ability to work to tight deadlines, with activities and targets which may change at short notice
• A high level of accuracy with the ability to maintain this standard while under pressure from deadlines
• Highly motivated individual with a proven background of delivery
• Ability to grasp new concepts quickly and work in a team environment

Firm Mission Statement: We serve a select group in long-term relationships towards True Wealth by educating, designing and implementing Personal Financial Plans.

Position is available immediately. Hours are Monday through Friday from 9am to 5pm (total 40 hours). Benefits include 401k matching, profit sharing and accrued time off. Salary commensurate with experience, education and skill set. You will be expected to work full-time hours at our office location in San Luis Obispo. Please send us your cover letter and resume.