Creative Edge @ Focus Financial Network, Inc.

Support wealth management team by handling client inquiries, processing account openings and money movements, maintaining client data in financial software, and serving as executive assistant to lead advisors. | At least 4 years of financial advisor or wealth management operations experience, strong problem-solving skills, initiative, ability to multitask between client service and operations, and a flexible, proactive attitude. | Fast growing wealth management team at an independent RIA with over $4 Billion under management. Team delivers advanced financial planning, tax strategy, and decision consulting to clients. This role is ideal for those seeking to grow into a lucrative career in financial services operations but maintain a high degree of work flexibility to manage work/life balance. We are especially interested in you if you like the idea of supporting a team to make a meaningful impact to clients lives as a result of your work and ideas. Why This Opportunity? • Competitive starting compensation for a hire with limited experience in wealth management admin. • Have history of high increases in compensation for high performing staff, our goal is to grow team members to top 10% talent who gets paid at the top 10% for their role in the industry. • Highly flexible work schedule. Can shift times around to meet personal needs; perfect for balancing family responsibilities with work. • True fully remote option Key Highlights & Job Duties • Participate in discussion and share ideas for delivering more value to clients, improving the client experience, and increasing team efficiency. • Be a first point of contact for clients as they call in with questions and operational needs. • Implement account openings, money movement, and various paperwork items for clients • Maintain and organize client details in several software systems such as Schwab Advisor Center, Redtail, Albridge OneView, MindJet Mindmanager, and eMoney Advisor • Serve as Executive Assistant to 2 lead advisors Desired Qualifications and Characteristics • At least 4 years of operations for a financial advisor, financial planner, or wealth management team • Possess a “no task is beneath me attitude” • Exhibit superior problem-solving skills and ability to sometimes complete projects with minimal guidance/assistance • Embody strong initiative and desire to identify and implement projects that would benefit the team • Possess ability to seamlessly switch between client servicing, team management and operations work • Intellectually curious and a quick learner. Perks and Benefits • 401(k) Plan with attractive company match that is 100% vested. • Company-subsidized medical, dental, short-term and long-term disability benefits • Flexible and generous paid time off (3.5 weeks) with company paid holidays. •