Wealth Manager Assistant

Foronjy Financial; San Luis Obispo (CA); On-site; USD 41,000 - 55,000; Part time

Benefits offered by this job

401(k)

401(k) matching

Life insurance

Paid time off

Profit sharing

Vision insurance

Job summary

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.

Qualifications

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

Responsibilities

• 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

Skills

Wealth management experience

Administrative support

Customer service

Education

Bachelor's degree

Job description

We are looking for a candidate with Financial Services Experience (preferrably Wealth Management Office Experience)

If you have interest in working in a fast-paced environment where your time and efforts are rewarded, we'd love to meet you!

You would be supporting the Operations Manager, as well as the Wealth Managers. Duties might include:

• Opening New Accounts
• Processing Money Movement requests
• Organizing client folders, files, books and records
• Managing multiple tasks through our task management system
• Prepping Wealth Managers for upcoming meetings
• Following up with clients when needed
• Taking inbound phone calls, triaging callers to best resource
• Working collaboratively with the staff to ensure all service operations run smoothly

We serve families up and down the central coast from Paso Robles down to Ventura out of our two offices located in downtown San Luis Obispo and Santa Barbara.

We have a high touch service model that requires our candidate to be great with people, but of course also has great attention to detail and the ability to work closely within a small team.

We are looking to hire a for the role of Wealth Manager Assistant to work out of our downtown San Luis Obispo office .

Pay: $30.00 - $40.00 per hour

Expected hours: 20.0 – 40.0 per week

• 401(k)
• 401(k) matching
• Life insurance
• Paid time off
• Profit sharing
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Administrative: 2 years (Required)
• Wealth management: 1 year (Required)

License/Certification:

• Series 65 (Preferred)

Ability to Commute:

• San Luis Obispo, CA 93401 (Preferred)

Work Location: San Luis Obispo, CA 93401