River Wealth Advisors is looking to hire an individual who can help the team deliver an exceptional client experience through a sharp attention to detail, fastidious support for the firm’s advisors, and managing day-to-day functions associated with serving our clients.
The role is an IN OFFICE position in the River Wealth Advisors Allentown, PA office. Hours are 8 : 30am to 5 : 00pm. The position is salaried with quarterly bonuses.
Salary is negotiable based on experience.
MUST HAVE SKILLS
- Wealth management literacy or experience
- Highly professional demeanor
- Experience working with high-net worth individuals
- Articulate with strong writing and critical thinking skills
- Highly motivated and detail oriented
- Highly adept at managing multiple priorities
- Dependable and a self-starter
- Tech-savvy
- Experience working with a client relationship management (CRM) tool
POSITION DESCRIPTION
Advisor support
- Provide exceptional service and support to assigned advisors
- Prepare client reports and data sheets and provide to advisors one week in advance of meetings
- Ensure a positive relationship with the advisors and clients
- Assist with greeting clients and setting up conference room
- Deposit checks
Provide exceptional client service and maintain relationships with new and established clients
- Onboarding / account opening process
- TOAs / rollovers
- Prepare / provide service forms for clients, e.g. beneficiary changes, address changes, banking changes
- Ensure accuracy and maintain client information in Redtail
- Deceased client processes
- Exiting client processes
- Initiate workflows for money requests
- Set up recurring distributions
Review upcoming client meeting list with advisor before Executive Assistant begins scheduling
Maintain advisors' opportunities within the firm’s Redtail database to keep the business development pipeline current
Provide feedback on Redtail processes that are implemented
Assist with company projects
EDUCATION AND LICENSING
Bachelor's degree
SALARY AND BENEFITS
- Salary for this position is competitive and includes quarterly bonuses after one full quarter of employment.
- Company paid benefits include 90% employer-paid health insurance coverage, HSA contribution, short- and long-term disability coverage, generous paid time off policy, quarterly bonuses based on firm performance, and a 401(k) match.
- Hours are 8 : 30 a.m. to 5 : 00 p.m.
- The position is primarily in office with opportunity to work at home occasionally after the 90-day probationary period has been successfully completed.
- There is significant opportunity for growth within our company.
- The firm financially supports team members pursuing professional accreditations or advanced degrees.
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