The ideal candidate will have a Bachelor’s degree and preferably at least 5 years of work experience.

When applying, in addition to submitting a resume, please submit a cover letter.

Position available for a mature, professional and extremely detail oriented individual to join our independent financial planning firm in San Luis Obispo. The ideal candidate will have strong interpersonal and communication skills and the ability to work with high-net worth clients and professionals across various levels both internally and externally. Must have excellent follow-through and be a self-starter. The Operations Associate is responsible for providing an excellent experience to clients by providing the highest level of quality service.

Responsibilities:

Handle incoming calls from clients and business partners pertaining to account administration
Proactively communicate with clients or business partners on issues and obtain/present solutions to issues
Respond to client’s e-mails and voicemails same day of receipt
Prepare client paperwork for account establishment and maintenance
Proactively track new account funding
Process check/security received
Handle clients ACH/check transfer requests and follow through completion
Provide effective cash management services for client accounts
Perform account research as necessary
Prepare paperwork and reports required for client reviews
Organize and maintain client files
Interact with business partners with professionalism
Develop a comprehensive understanding of investment programs that we are utilizing
Continually evaluate day to day activities for process improvement opportunities
Manage assigned projects
Develop and maintain written systems of all activities

Experience Required:

Bachelor’s degree
Phone skills and customer service

Requirements:

Superior attention to details
Strong follow up on action items
Excellent organizational skills and ability to effectively prioritize and multi-task
An ability to work to tight deadlines, with activities and targets which may change at short notice
A high level of accuracy with the ability to maintain this standard while under pressure from deadlines
Highly motivated individual with a proven background of delivery
Ability to grasp new concepts quickly and work in a team environment

Firm Mission Statement: We serve a select group in long-term relationships towards True Wealth by educating, designing and implementing Personal Financial Plans.

Position is available immediately. Hours are Monday through Friday from 9am to 5pm (total 40 hours). Benefits include 401k matching, profit sharing and accrued time off. Salary commensurate with experience, education and skill set. You will be expected to work full-time hours at our office location in San Luis Obispo. Please send us your cover letter and resume.

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement

Schedule:

8 hour shift
Monday to Friday

Crew Wealth Management

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Crew Wealth Management | Operations Associate