Concierge - 23 - 26

About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

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.

Duties and responsibilities

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.

QualificationsA 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.

Benefits $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.

Come and join a team that is making a difference in their clients and employee's lives!