Offer summary

Qualifications:

Strong attention to detail in administrative tasks., Ability to learn quickly and work independently., Interest in financial services and collaborative teamwork., Reliable workspace and dedicated work hours..

Key responsibilities:

Manage the process of opening new client accounts with Schwab Financial.

Facilitate and monitor fund transfers in and out of client accounts.

Resolve issues related to client accounts promptly.

Accurately enter and manage client and account information in company systems.

Job description

This job is perfect for someone who loves administrative work and thrives on getting the details right. The work you do in this role is essential to the success of our company.

We are a financial services company dedicated to serving U.S.-based medical doctors and their families. Our goal is to provide financial clarity and confidence through time-saving, integrated services. Services include financial advising, wealth management, insurance, accounting, legal services and student loan management. This role works within the wealth management service.

Key Responsibilities

Opening Accounts: Manage the end-to-end process of opening new client accounts with our custodian, Schwab Financial.
Money Movements: Facilitate and monitor the transfer of funds in and out of client accounts.
Issue Resolution: Address and resolve any issues related to client accounts promptly and effectively.
Information Management: Ensure all relevant client and account information is accurately entered into company systems to support effective collaboration across teams.
Process Management: Manage procedures to ensure efficient operations.

Qualifications

Experience is not required, but it will be recognized and compensated accordingly.

Dedicated Workspace: A reliable place to work with a door.
Dedicated Worktime: 40 hours per week of worktime minus breaks.
Loves Learning: Demonstrated ability to learn quickly on your own.
Detail-Oriented: Strong attention to detail in administrative tasks.
Collaborative: Ability to work effectively with a team.
Interest in Financial Services: An interest in financial services.
Administrative Experience: Enthusiasm for administrative work.

Benefits

We offer flexible hours and remote work to support your lifestyle and productivity. We do not currently provide health insurance benefits. We offer a 401(k) plan with profit sharing eligibility after one year of employment. You will also receive all necessary computer equipment to ensure you're set up for success. You'll join a supportive and collaborative team where your work is valued, and your contributions directly impact our mission.

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