The Operations Associate will manage day-to-day operational workflows, oversee client onboarding, and ensure accountability across all firm touchpoints. They will also facilitate team meetings, improve internal processes for efficiency, and support leadership in executing firm-wide initiatives.
The Hiring Associate is responsible for reviewing resumes, conducting Zoom interviews, and tracking candidates through the hiring process. They must also update the Applicant Tracking System daily to ensure candidate information remains current.
The Associate Financial Advisor will provide comprehensive financial and tax planning support while assisting with investment operations and brokerage account management. They are responsible for cultivating strong client relationships and ensuring adherence to regulatory requirements and internal firm policies.
The Client Service Associate will manage client requests, assist advisors with meeting preparation, and handle administrative tasks such as account openings and money movements. They are also responsible for managing workflows and inputting data into financial planning software.
Manage client requests, onboarding, and account transfers while assisting advisors with meeting preparation and follow-up. Oversee annual service workflows and private equity administration, including subscription agreements and wire requests.
Provide high-quality client service and execute back-office operations including account opening and money movements. Assist the Financial Advisor with meeting preparation, follow-up tasks, and calendar management.
