Concierge

The Opportunity

Your voice is often the very first impression someone has of Trajan Wealth. This role is the front door to our Family Office - and a natural launching point into a career in wealth management.

As a Concierge, you'll be the first point of contact for everyone who calls Trajan Wealth - prospective clients, existing clients, and internal team members alike. You'll listen closely, understand what each call needs, and route them to the right person or department quickly and professionally. It's a role built on warmth, sharp listening, and genuine care for the person on the other end of the line.

This is an excellent entry-level opportunity for someone who is curious about wealth management and wants a front-row seat to how a fast-growing Family Office operates - with real potential to grow into other roles within the firm.

• Answer all inbound calls promptly, professionally, and with a warm, welcoming tone.
• Actively listen to determine the purpose of each call and the caller's needs.
• Accurately direct calls to the appropriate advisor, department or team member.
• Take clear, detailed messages when a direct transfer isn't possible.
• Maintain a polished, client-first impression on every call as the voice of Trajan Wealth.
• Log all details and outcomes accurately in the CRM.
• Escalate urgent or sensitive calls appropriately and promptly.
• Support the broader Concierge and contact center team with day-to-day administrative tasks as needed.

• A friendly, clear, and professional phone presence.
• 3+ years of administrative responsibilities.
• Excellent organizational skills and attention to detail.
• Comfort learning and working with a CRM, and multi-line phone system.
• A genuine interest in financial services, wealth management, or client service as a career path.
• Dependability and a strong sense of ownership over the caller's experience.
• No prior financial industry experience required - we'll teach you the rest.

• $23.00 to $26.00 per hour.
• 401(k) with company matching contribution up to 13%.
• United Healthcare PPO medical coverage for employees, paid by the company.
• Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, and Life Insurance.
• Additional voluntary benefit options available.
• Generous PTO and paid holidays.
• A clear path for growth into other client development and wealth management roles at Trajan Wealth.