Future Members of the Family

So, you’re considering joining the family? That’s awesome news! Nothing gets everyone in the office more excited than someone new joining us.

It’s a big deal for you to join a new company and it’s a big deal for us to add someone to the team. The people you work with often become some of your closest friends, so you can’t be too careful when choosing who you want to spend such a large amount of time with. Always be selective when looking for a new workplace. We’re picky too!

We’re a small group, so we all end up wearing many different hats throughout the week, and that’s the way we like it. It allows each of us to use our unique sense of creativity throughout many different areas of the company. If everyone stayed nestled in their own corners, we’d never change. We need that constant interchange of ideas to keep making us better and better.

When we expand, the number one thing we look for is someone we want to spend our time with. Are they good people? Kind? Hard-working? Creative? We obviously want smarts too, though if someone doesn’t have all the technical skills on day one, that’s all right. It’s a lot easier to teach software than to teach kindness. These are the types of things we’re going to be looking for in new members of the family, and I’d be surprised if these aren’t what you’re looking for in your coworkers as well.

About Us

Who is this little company you’re considering joining? We do investments and financial planning, and we’ve been doing this for quite some time. We were founded back in 1974 and have grown to manage over $1 billion (a recent milestone we’re really proud of) for over 1,800 clients all around the country, though concentrated here in the CSRA. We currently have 18 people on the team (19 if we count you!). We’re growing fast and don't plan on slowing down!

Open Position

The role we’re looking to add right now is a Client Experience & Admin Coordinator position.

Like we mentioned before, we wear many different hats so the day-to-day work will certainly vary, but these are some of the core functions of your position:

• Setting Up Meetings – You’ll be the go-to person for clients and prospects to reach out to for setting up a time to visit. So we can make the best use of their time, you’ll coordinate with the advisor and the clients or prospects to make sure we know exactly what is needed in advance, and you’ll work with them to help them gather everything in time.

• Preparing Materials – The best meetings with clients and prospects are ones we’re well-prepared for, which allows us to give people as much help as we can in our time together. Your role in that process will include things like generating portfolio analyses, building 401(k) allocations, and running returns reports. (Don’t worry – no need to be a financial expert! We’ll teach you what you need to know.) You’ll also function as the liaison between the client, advisor, and rest of the client service team so everyone is ready when the client visits.

• A Warm Welcome – We want clients and prospects to feel at home the moment they step through our door, and you’ll get to chat with all the folks who walk in and make them comfortable. For prospects, you’re one of the few people they’ve interacted with so far, so they’ll really appreciate putting a face to a name and getting to meet you in person.

• Proactive Updates – Throughout your day, you’ll always be looking for other proactive suggestions we can make to clients. It’s important to us that clients know we’re always looking out for them, and this helps communicate that we’ve got their back. These suggestions include items such as updating beneficiary information, adjusting for account contribution limits, and preparing for upcoming required distributions.

• Additional Roles – As we mentioned, we’re a small group with a lot going on. Everyone here picks up all sorts of random tasks as we spot the need, so you’re sure to find some of those too.  If there are some other types of work you show promise in and find interesting, there will likely be an opportunity for you to branch into that in the future too!

Benefits

So now you’ve read what the position entails and you know you’re the perfect fit. What’s in it for you? Here are a few of the benefits this position has to offer:

How to Apply

You can do that right here! We've got just a few questions to help us get to know you. Then, you'll upload your resume and any other files you'd like for us to see right below that.