Wealth Management Assistant | 401(k) & PTO

Foronjy Financial LLC; San Luis Obispo (CA); Presencial; USD 41.000 - 55.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

401(k)

401(k) matching

Life insurance

Paid time off

Profit sharing

Vision insurance

Descripción de la vacante

Foronjy Financial LLC is seeking a Wealth Manager Assistant to support the Operations Manager and Wealth Managers in a fast-paced, high-touch environment in San Luis Obispo, CA. The role involves opening new accounts, processing money movements, organizing client records, and prepping Wealth Managers for meetings.

We value great people skills, attention to detail, and the ability to work closely within a small team.

Formación

• Administrative: 2 years (Required)
• Wealth management: 1 year (Required)
• Bachelor's (Required) degree from the clues in Education

Responsabilidades

• Opening New Accounts
• Processing Money Movement requests
• Organizing client folders, files and records
• Assisting Wealth Managers for upcoming meetings
• Triage and respond to client inquiries
• Work with staff to ensure service operations run smoothly

Conocimientos

Wealth management experience

Administrative support

Customer service

Educación

Bachelor's degree

Descripción del empleo

Foronjy Financial LLC is seeking a Wealth Manager Assistant to support the Operations Manager and Wealth Managers in a fast-paced, high-touch environment in San Luis Obispo, CA. The role involves opening new accounts, processing money movements, organizing client records, and prepping Wealth Managers for meetings.

We value great people skills, attention to detail, and the ability to work closely within a small team.