Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $22.00 - $27.00
Work Schedule
Standard Hours
Benefits
401(k)
Paid Time Off
Paid holidays
Birthday personal day
Job Description
Guided Wealth Advisors is a Private Wealth Advisory Practice affiliated with Ameriprise Financial, located in Williston, Vermont. This company specializes in delivering personalized financial planning and wealth management services to clients, ensuring their financial goals are met with precision and professionalism. Known for its commitment to client-centric service, Guided Wealth Advisors has built a reputable presence in the financial services industry by fostering long-term relationships with its clients through trust, expertise, and tailored advice. As a part of Ameriprise Financial, they benefit from a robust network of resources and support, enhancing their ability to serve a diverse clientele effectively.
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Job Requirements
- 5-7 years of experience in administrative, client service, front-office role, or financial services
- proficiency with Microsoft Office
- CRM experience desirable
- strong communication skills
- exceptional attention to detail
- ability to manage multiple tasks and priorities
- professional demeanor
- willingness to be client-facing
Job Qualifications
- 5-7 years of experience in administrative, client service, front-office role, or financial services
- experience in financial services is a plus, but not required
- strong communication and interpersonal skills
- exceptional attention to detail and organizational skills
- ability to manage multiple tasks and priorities effectively
- proficiency with Microsoft Office
- CRM experience (Salesforce a plus)
- professional, dependable, and service-oriented demeanor
- enjoys being client-facing and takes pride in being a positive representative of the practice
Job Duties
- Greet clients and visitors warmly and professionally, in person and over the phone
- serve as the first point of contact for incoming calls and direct inquiries to appropriate team members
- maintain a professional and welcoming reception area at all times
- reach out to clients as needed for administrative follow-up and coordination
- schedule and coordinate advisor calendars and client appointments
- assist with meeting preparation and follow-up
- maintain accurate client data and records within the CRM
- process paperwork, including third-party authorization forms, and maintain updated third-party lists
- maintain check and mail logs and assist with document processing and filing
- expedite and track client tax documents
- follow up with third parties to ensure timely completion of requests
- support gift compliance processes, including tracking, documentation, and coordination as required
- maintain and update referral tracking spreadsheets and related documentation
- send celebration cards and client correspondence
- assist with client events and office-hosted meetings
- organize lunch meetings and internal staff meetings as needed
- order and maintain office supplies
- coordinate special projects as assigned
- provide general administrative support to ensure smooth day-to-day operations
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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