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About Us:
Elevate Wealth Advisors is a boutique wealth management firm located in Oregon City. We are driven by our mission to help our clients get ready for and enjoy their retirement (or work optional lifestyle). We have a passion to make sure every “i" is dotted and “t” is crossed when it comes to our clients’ overall financial estate plan. We have a proven process with our Elevate Playbook as well as with our comprehensive financial planning software. We have a rich history with over 70 years of combined experience supporting our community.
Position Overview:
We are seeking a Client Service Administrative Associate to be our first point of contact with our clients. You play a critical role in our firm as the first point of contact for our clients by answering the phone, greeting them in person, and responding to their emails. In addition, you are a key team player whose work regularly intersects with our other support staff and advisors.
You will be responsible for providing first class service to our clients, either in person, on the phone, or through email. You will develop scalable, repeatable processes to ensure all client items have been handled accurately and timely.
We are looking for a qualified, dynamic individual who is seeking a wealth advisory career path. Ideally, this person would be interested in progressing toward a financial advisory role. The ideal candidate demonstrates superior problem resolution skills, the ability to effectively influence others and use of consultative skills to enrich the customer experience. You should be technological savvy, detail oriented, and comfortable with learning how to use new tools and new investment products.
A high level of integrity, discretion, and professionalism is required in handling confidential information, as well as the ability to work effectively in a team environment. This position requires a physical presence in our Oregon City office during business hours of Monday – Friday, 8:00am – 4:00pm.
Key Responsibilities:
Answering phone calls
Scheduling and confirming client meetings
Greeting clients for meetings
Regularly reaching out to clients for birthdays, follow ups, etc.
Working with clients and advisors to address questions and resolve action items
Documenting client interaction and projects in our Client Relationship Manager (CRM)
Executing other general administrative duties
Executing our client events (approximately 4 per year)
Supporting the back office admin with paperwork processing
Basic Qualifications:
College four-year degree or equivalent for career candidate none required for Administrative
Experience in customer service (phone and in-person) and an ability to thrive face to face with clients
Intermediate proficiency in Microsoft Outlook, Excel, Word, SharePoint and Zoom.
We provide all the training you need to study for your FINRA licensing exams if career
In addition, we will help support additional licensing such as CFP if career
Pay range
$45k-50k / year