Operations & Client Services Team Member

Client Services & Operations Team Member

Every Season Wealth Partners | Las Vegas, Nevada

Part-Time with Potential for Full-Time Opportunity

$20-22/hr with an opportunity for increase following the 90-day Introductory Period.

• Every Season Wealth Partners is a boutique wealth advisory firm in Las Vegas. We offer purpose-driven financial care, helping clients pursue wise financial stewardship through expert wealth strategies and a relationship that transforms every season of life.
• We believe money itself is not the end goal; it's simply a tool to use in pursuit of your greater mission. Therefore, we believe financial advice should begin with a client's life and values
  -not their spreadsheets-and that their unique needs should be met with exceptional service.
• Everything we do reflects our Core Values:
  Expertise, Communication, Strategy, Engagement, and Care.

• Hands-on tasks and projects, alongside our team, supporting client service, account administration, and day-to-day operational needs
• Detail-oriented duties for someone who is organized, dependable, curious, and interested in learning how a wealth management firm operates from the inside
• Part-time with potential to transition into a full-time role for the right person and the right fit
• A 90-day Introductory Period to start, allowing both you and our team to evaluate and assess the mutual fit

• Assist with preparation and processing of client paperwork.
• Support new account openings, transfers, contributions, distributions, and account maintenance.
• Track outstanding items and help ensure requests are completed.
• Maintain accurate client information and records.
• Assist with new-client onboarding.
• Help prepare materials for client meetings and complete follow-up items.
• Communicate with clients and outside partners as appropriate.
• Support our team with day-to-day client service needs.
• Learn the systems, technology, and processes used within a wealth management firm.
• Help document and improve internal processes as you learn them.
• Take on increasing responsibility as your knowledge and capabilities grow.

You may be a great fit if you:

• Are highly organized and naturally pay attention to details.
• Follow through on what you say you'll do.
• Take initiative and are willing to figure things out.
• Communicate professionally and warmly.
• Enjoy helping people and solving problems.
• Are comfortable with technology and learning new systems.
• Can manage several priorities without losing track of the details.
• Ask good questions and want to understand why something is done-not just how to do it.
• Are dependable and comfortable being accountable for your work.
• Enjoy being part of a small, collaborative team.

Previous wealth management or financial services experience is not required
. We're more interested in finding someone with the right combination of aptitude, curiosity, professionalism, work ethic, and care. Current college students, recent graduates, and individuals interested in exploring a career in financial services are encouraged to apply.

Our immediate need is in Client Services & Operations, and that's where you'll spend your time learning and contributing. As we get to know you—and you get to know us, we'll evaluate what your best, long-term, mutual fit is with Every Season Wealth Partners.
We're a growing firm, and we believe the best long-term roles are built around a person's strengths, interests, and the needs of the team.