Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $25.00 - $28.00
Work Schedule
Standard Hours
Benefits
Paid Time Off
Retirement Plan
Health Insurance
Variable compensation
Job Description
Six Point Wealth Advisors is a client-centered financial planning practice located in Southington, Connecticut. As an Ameriprise Financial practice, Six Point Wealth Advisors specializes in helping individuals and families achieve financial confidence through personalized advice and long-term relationships. The company is known for its values of Integrity, Friendship, Happiness, Health, Helping Others, and Independence, which form the foundation of its client service and team culture. Six Point Wealth Advisors is dedicated to delivering tailored financial solutions and upholding high standards of professionalism and care in all interactions with clients. Their commitment to a warm and trustworthy environment makes them a... Show More
Job Requirements
- Previous client service or administrative experience preferred
- excellent written and verbal communication skills
- strong attention to detail and organization
- friendly, approachable, and aligned with team values
- adaptable and eager to help wherever needed
- no degree required
Job Qualifications
- Previous client service or administrative experience preferred
- financial services experience a plus but not required
- excellent written and verbal communication skills
- strong attention to detail and organization
- friendly, approachable, and aligned with team values
- adaptable and eager to help wherever needed
- no degree required
Job Duties
- Greet clients warmly upon arrival
- answer incoming calls
- manage client communications via email and phone with professionalism and efficiency
- assist with meeting preparation including organizing documents and ensuring files are complete
- support advisors as needed
- serve as a reliable team member who proactively helps maintain smooth daily office operations
- provide backup support for administrative tasks
- ensure office materials and supplies are well maintained
- represent the firm with clear, friendly, and professional communication at all times
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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