Financial Services Coordinator

Aston Carter • Rock Hill, SC

6d • $55,000 - $70,000 • Onsite

About The Position

The Financial Services Coordinator serves as an essential resource for advisors and clients, coordinating account paperwork, client onboarding, billing activities, and administrative processes related to financial planning and investment services. The ideal candidate has prior experience in the financial services industry and understands the importance of accuracy, compliance, confidentiality, and exceptional client service. This is a permanent, fully onsite position based in Rock Hill, South Carolina. The anticipated application deadline is October 30, 2026.

Requirements

• Prior experience within the financial services industry.
• Experience supporting financial advisors, wealth managers, or registered representatives.
• Familiarity with investment account paperwork and client onboarding processes.
• Knowledge of retirement accounts, brokerage accounts, and financial planning processes.
• Accuracy, compliance awareness, confidentiality, and exceptional client service.

Nice To Haves

• Experience using Orion, Charles Schwab, or Fidelity platforms.
• FINRA licenses are considered a plus but are not required.

Responsibilities

• Coordinate account paperwork.
• Support client onboarding processes.
• Coordinate billing activities.
• Handle administrative processes related to financial planning and investment services.
• Provide support to financial advisors and clients.

Benefits

• Medical insurance, with the firm contributing $650 per month toward individual premiums; dependent coverage is available through payroll deduction. Coverage starts after one month of service.
• Firm-paid life insurance coverage of $25,000, starting after one month of service.
• Firm-paid long-term disability coverage, starting after one month of service.
• Firm-paid short-term disability; after an eight-day grace period, coverage pays 60% of earnings for up to 12 weeks, subject to the plan document.
• 401(k) plan eligibility after one year, with a company match; see plan details for match information.
• Paid time off: 20 days per year for standard full-time team members, increasing to 25 days after 10 years and 30 days after 20 years. Sick days count toward the PTO allowance; requests require advance manager approval and must be logged on the calendar.
• Paid holidays: New Year's Day, Tax Day (floating), Memorial Day, Independence Day, Labor Day, Rosh Hashana and Yom Kippur when they fall on a weekday, Thanksgiving Day and the following day, Christmas Eve (half day), and Christmas Day.
• Discretionary performance bonuses, typically paid in May and based on the firm.
• CPA exam support for pre-approved review course, exam fees, and registration; passing within 13 months of hire earns a $2,500 bonus.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed