Careers

We are looking for a receptionist to be responsible for greeting clients and visitors to our office. You will be in charge of helping clients get where they need to go within the office, scheduling appointments, answering phones and taking messages, addressing mail, and assisting clients by taking in tax information and delivering completed tax returns. 

To be successful in this role, you will need excellent written and verbal communication skills, as well as competency in Microsoft Office applications such as Word and Excel. Prior experience as a receptionist is also helpful.

Receptionist Responsibilities:

Greet clients and visitors with a positive, helpful attitude.
Assist clients in finding their way around the office.
Announce clients as necessary.
Assist with a variety of administrative tasks including copying, faxing, taking notes, and making travel plans.
Prepare meeting and training rooms.
Answer phones in a professional manner and route calls as necessary.
Assist colleagues with administrative tasks.
Perform ad-hoc administrative duties.
Answer, forward, and screen phone calls.
Take in tax data to be assigned and routed to the various tax preparers.
Deliver completed tax returns to customers.
Provide excellent customer service.
Schedule appointments.

Receptionist Requirements:

Prior experience as a receptionist or in a related field would be beneficial.
Consistent, professional dress, and manner.
Excellent written and verbal communication skills.
Competency in Microsoft applications including Word, Excel, and Outlook.
Good time management skills.
Experience with administrative and clerical procedures.
Able to contribute positively as part of a team, helping out with various tasks as required.

Support our team of Senior Wealth Planners by creating financial plans, creating presentation materials, and providing technical reporting while using tools standardized to our industry. Becoming an expert in financial planning, building portfolios, analyzing risk, and supporting all wealth management issues for clients. Supporting the Associate Advisors by collecting, analyzing, and entering financial planning source documents into our financial planning software with the highest level of accuracy. Reviewing financial statements for accuracy in addition to inputting data to match our client's financial and life goals. Supporting our team during client meeting sessions by recording comprehensive notes, action plans, and planning opportunities. Analyzing data to identify opportunities and develop advanced planning techniques. Ideal position for anyone on the Financial Advisor track.

Financial Analyst I Responsiblities:

Learn and master data entry and strategies in eMoney
Adjusting assumptions
Identify registrations from statements
Identify opportunities and issues in cash flow reports
Summarize a client’s financial position
Earn and maintain CFP or Series Licensure, depending on career path
Assist in client meetings
Listen and communicate notes in a professional manner
Financial plan summaries
Redtail CRM - manage and review department current/outstanding or overdue activities and workflows
Follow and assist all departments workflows & activities
Gain basic knowledge of a tax return and tax strategies
eMoney reviews - verify data is accurate in an ongoing plan