Client Support Specialist

Vertilocity; Sarasota (FL); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

New business bonuses

Anniversary bonus

Paid time off

Flexible schedule

401(k) match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Tuition reimbursement

Annual reviews

Job summary

HBKS Wealth Advisors is seeking a dedicated administrative assistant to support our advisor team in Sarasota. You will perform meeting prep, client communications, account processing, and daily office duties to ensure smooth operations for high-net-worth clients.

The role requires strong Microsoft Office and CRM skills, excellent organization, and confidentiality. We offer a comprehensive benefits package and a supportive, growth-oriented environment.

Qualifications

• High school diploma or GED required.
• Degree in Accounting/Finance preferred.
• Office experience or training.
• Financial services experience preferred.
• Proficient with Microsoft Office and CRM systems.
• Excellent communication, organization and computer skills.
• Motivated to complete assignments accurately and efficiently.

Responsibilities

• Perform administrative tasks including preparing for advisor/client meetings and managing calls.
• Handle client requests in a timely, efficient manner.
• Process new/existing accounts including deposits/withdrawals and maintenance.
• Carry out tasks assigned by advisors and principals accurately.
• Maintain a courteous, professional demeanor at all times.
• Keep a neat, organized work environment and files.
• Maintain client confidentiality and strong internal communication.
• Share information with other Client Support Specialists as needed.
• Operate office equipment (copier, fax, calculator, mailmeter, phone).
• Deliver mail and handle daily mail routing; work overtime as needed.

Skills

High School Diploma

Accounting/Finance knowledge

Office experience

Financial services experience

MS Office & CRM

Communication skills

Organization skills

Attention to detail

Education

Accounting/Finance degree preferred

Tools

CRM system

Job description

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—includes HBK CPAs & Consultants, Vertilocity, and HBKVG—we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.

QUALIFICATIONS:

• High School Diploma or GEDrequired.
• Degree in Accounting/Finance preferred.
• Previousoffice experience or training.
• Financial Services/Securities industry experience preferred.
• Working knowledge of all Microsoft Office applications including Word and Excel as well as the CRM system.
• Must have excellent communication, organization, and computer application skills.
• Highly motivated to complete assignments and projects accurately and efficiently.

RESPONSIBILITIES:

• Performing administrative tasks whichincludespreparing for advisor/client meetings and managing phone calls.
• Handling client requests in an efficienttimelymanner.
• Processing new and/or existing business which includes opening and closing of accounts, handling check deposits/withdrawals, and account maintenance.
• Being prompt, efficient and complete when carrying out all tasks assigned by Advisor Associates, Financial Advisors, Senior Advisors, the Chief OperatingOfficer,and Managing Principals.
• Being courteous, pleasant,helpful,and professionalat all times.
• Maintaining a neat and organized work environment.
• Maintaining records and files in a neat and organized manner.
• Maintaining strict confidentiality of all clients and firmbusiness.
• Maintaininggood communicationwith Advisor Associates, Financial Advisors, Senior Advisors, the Chief OperatingOfficer,and Managing Principals.
• Demonstrating the ability to share information with other Client Support Specialists.
• Operating office machines includingphotocopier, fax, calculator, mailmeterand telephone switchboard.
• Delivering all in‑coming mail and collecting out‑going mail in time for daily delivery.
• Working overtimeasneeded.

BENEFITS WE OFFER:

• Competitive Compensation.
• Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Generous Paid-time-off Policy.
• We provide a flexible work environment to offer work/life balance.
• 401(k) planwith company matchand profit sharing.
• Medical,dental,andvisioninsurance.
• Company PaidLife Insurance.
• AffordableShort- & Long-TermDisability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 10.5Paid holidays.
• Disability Insurance.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And Much More…

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Please see the Below link for Benefit details: