Archvest Wealth Advisors

Compensation

Full Description

Part-time Position – Office Administrator ~20 to 25 hours per week $25/ hour Non-Exempt employee 100% In-office Excellent opportunity to work with a wonderful group of clients & coworkers About Archvest Wealth Advisors, Inc.: Founded in 2014, Archvest is an independent fee-only registered investment advisory firm. We are managing approx. $370M in client assets across 350 households. The principals, Eric, John, and Jill have been in the financial planning industry for over 30 years. We seek to help individuals, families and small businesses plan and achieve their financial goals. To accomplish this, we spend our time getting to know our clients and their values. We work very closely with our clients, as a trusted advisor through a variety of planning needs, including but not limited to estate matters, insurance and tax planning and investment management. We strive to impact the lives of our clients as well as our local community and are dedicated to helping others. We believe in teamwork, accountability and reliability. Most importantly, we want to have fun helping our clients achieve their goals. If you have interest in helping others achieve their goals and having fun doing it, then working with the team at Archvest might be for you. Role Description: Responsibilities include completing Schwab forms, ensuring that Schwab processes forms and instructions correctly, office mail management and reviewing Schwab alerts. Overview: Work with entire team to coordinate office admin activities with a focus on delivering the positive outcomes and client experience. We are offering a competitive hourly wage with additional incentives based upon company growth. Responsibilities: Perform Schwab administrative tasks, including opening accounts, transferring accounts, depositing checks, processing withdrawals, transfers and other transactions Assist in client onboarding Ensure timely responses to all client correspondence and inquiries Identify opportunities to improve our administrative service processes Requirements: Well organized, with extraordinary attention to detail and the ability to support multiple advisors Responsive and prompt Effective verbal and written communicator Ethically strong, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information Enjoy collaborating and being a part of a team that puts clients first Have the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base Are tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software Are open to feedback and coaching Have a positive, can-do attitude Want to successfully develop into a client account management role with long-term growth potential within our firm No personal bankruptcy and clean background check US citizen or Green Card holder. Please note that we are NOT in a position to sponsor work visas. Preferences: Basic MS Excel and Word proficiency Prior custodian/broker experience Prior fee-only or fee-based RIA experience No phone calls please. Please direct your cover letter and resume to: advisors@archvest.com. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.archvest.com.