Wealth Management Assistant

Job Description

Wealth Management Assistant

Job Posting

Jack

B. Murad, CPA, MBT, owner of a growing Premier Wealth Management & CPA Firm in Agoura Hills, CA has a rewarding opening for a Wealth Management Assistant. This position will be focused on helping the advisor grow his business by creating consistent and pleasant client experiences. We believe in service with a smile, treating others the way that we wish to be treated and always going the extra mile.

The ideal candidate will also be unwavering in our beliefs, integrity, and ethical standards.

• Greeting clients and visitors
• Screening and/or selectively referring callers
• Maintaining client databases and compiling information to prepare reports using appropriate software
• Setting up client appointments and maintaining the Advisor’s schedule
• Preparing for client appointments ensuring all necessary data is prepared in advance.
• Ensuring necessary tasks are completed for client accounts, including new account paperwork, scanning of documents, and archival of documents
• Performing various client services tasks & account maintenance items, ensuring service in every interaction
• Performing additional administrative tasks and special projects as assigned, including basic office functions
• Collating, scanning, and archiving tax documents. Assembling returns to be mailed to the client
• Log incoming client tax & financial documents and some data entry of client information
• Communicate with clients regarding scheduling, missing data, and signed tax forms

• Two-Four years related experience (administrative, customer service) or equivalent education
• Microsoft Office experience (Word, Excel)
• Financial Services Experience Preferred

• Excellent Analytic and Problem-Solving Skills
• Building Trust and Integrity
• Positive Nature
• Attention to work quality & details
• Relationship building
• Client Centric
• Professional Appearance & Demeanor
• Communication Skills
• Ability to work independently

This position plays a critical role in the success of a Premier Wealth Management & CPA Firm. We believe in work/life balance. There is significant potential to grow and advance in your career if desired. Core office hours are Monday through Friday 9am-5pm. Plus 2-4 hours on Saturdays February-April 15th.

For the right candidate, this role could also be available part-time. Please apply for further details.