Account Services Associate

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with approximately $12B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.

At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

As an Apella Account Services Associate (ASA), you will serve in a key support role for advisory teams working daily in close collaboration with Client Relationship Specialists (CRSs), Financial Planning Associates (FPAs), and Apella Advisors who will be serving high net worth (HNW) and ultra-high net worth (UHNW) clients. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs providing administrative and operational support to assigned Apella Advisors.

This is a rare opportunity to step into a well-supported, high-trust, administrative role within a national, fee-only RIA. You will receive the opportunity to support seasoned Apella Advisors and provide increasing leverage to their activities as you learn the financial advisory business from the inside and earn opportunities to work on challenging client management issues.

You will be joining a team obsessed with client service – where good enough never is. You will be expected to identify and take charge of opportunities to improve team operations and efficiency from Day 1. This will be a challenging administrative support role that can lead to significant opportunity and career growth within the firm. The right candidate for the ASA position will execute brilliantly, improve constantly, and have a relentless passion for identifying ways to raise the bar for themselves, their teammates, and the firm.

This role is based in our Bellevue, WA office. We believe our best work happens through in-person collaboration, partnership, mentorship and relationship building with flexibility for remote work as needed at the discretion of team leadership.

• Providing daily administrative support to CRSs, FPAs, and Apella Advisors
• Office management including ordering supplies, incoming mail, and delivery receipts
• Preparations for onsite client visits and ensuring a “white glove” experience
• Completing and processing account forms with accuracy within the deliverable timeframe
• Scanning documents and logging receipt for compliance purposes
• Assisting with Advisor expense filing and reimbursements
• Processing cashiering requests with accuracy and within the service level timeframe
• Responding to client service requests as needed
• Assisting with marketing & operations department projects on an as needed basis
• Perform other duties as required by senior team members

• A four-year degree in business, finance, economics or similarly relevant field preferred (not required)
• 1-3 years of administrative experience working in financial services, engineering or technical fields
• High initiative personality and superb judgment under pressure
• Ability to navigate competing priorities while maintaining composure and focus
• Exceptional critical thinking abilities and attention to detail
• Excellent written and oral communication skills;…