Caregiver Jobs

About The Position

Requirements

• Minimum 3+ years of experience in the Finance industry
• Certified notary (or willing to become one)
• You can motivate yourself and others to deliver high-quality output.
• You can thoroughly manage a workload
• Initiate projects and ask, “How can I help?”

Responsibilities

• Provide heartfelt support and communication to partners, administration, and all clients.
• Work with partners and team members to help deliver upon client requests.
• Maintain electronic client files.
• Schedule client meetings and prepare reports for those meetings.
• Prepare and process paperwork for client transactions - including opening accounts, address changes, closing accounts, transferring assets, deposits, withdrawals and communicating the status of transactions to clients and advisors.
• Provide ongoing client account maintenance (e.g. all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests).
• Respond to client and advisor requests promptly.
• Manage client gifts and electronically send holiday and birthday cards.
• Notarize documents where applicable.

Benefits

• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance
• This is an opportunity to work with a personally supportive and successful small group of proven professionals.