Job Description

The need: a Front Office Associate who seeks to improve the lives of our clients through engaging, warm, and helpful interactions. We need someone who our clients can’t wait to see each time they come to the office.

We are: a financial advising practice that assists clients across the United States with their financial needs. Whether their concerns are around investing, retirement planning, estate planning, or more, we work to give our clients peace of mind when it comes to their financial decisions.

We want: someone to provide elevated service to our clients. Someone who delights clients at every opportunity and encourages our team to find “wow” opportunities at every chance.

Your career: we need someone who wants to grow with our firm and is wiling learn new things. Don’t know much about financial advisors? Great! We love your curiosity and will work to give you the skills to thrive.

We can accommodate those looking for 30-40 hours a week.

Desired Qualifications and Background

Excellent analytical skills
Strong critical thinking and problem-solving abilities
Detail-oriented and thorough
Proactive self-starter with proven project ownership skills
Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging from simple/repetitive to complex/challenging
Strong organizational and multi-tasking abilities to prioritize and manage numerous projects with different client service teams/individuals
High energy level, positive attitude, strong work ethic, quick learner
Ability to work in a fast-paced, evolving environment
Eager to learn new skills
Excellent verbal and written communication skills

Responsibilities May Include:

Perform operational tasks including answering and transferring phone calls, responding to emails, scheduling/confirming meetings, and receiving visitors
Assist advisors with client meeting preparation
Assist with coordinating client events
Client outreach for scheduling virtual or in-person appointments
Assist with organizing promotional items, including firm branding and advertising materials.
Prepares, files and maintains electronic records and documents in required formats, including encrypted documents
Maintaining prospect and client databases
May assist with general office tasks such as copying, mailing, etc.
Transcribing or taking notes during meetings and writing minutes, memos and / or agendas
Sorting and distributing incoming mail and collecting and sending outgoing mail
Create and update various excel reports, database projects, and other special projects

Preferred Skills and/or Experience:

Advanced knowledge of Microsoft Office, particularly Excel
Experience with marketing (email/newsletter communication, Canva, social media)
Experience with bookkeeping software (Quickbooks)
Two years plus prior experience in a front office, client-facing role
Experience with client relationship or portfolio management software considered a plus

Excellent Benefits Include:

Competitive salary paid semi-monthly – annual base salary range $45,000-60,000 dependent on previous experience and tenure.
Bonus potential - Individual Incentive (10% of base pay) and team-based bonus potential paid semi-annually
401(k) profit sharing plan with Company match
Advancement opportunities
Generous benefits package with medical, dental and vision coverage available, disability, life insurance, HSA and PTO
Paid Holidays (NYSE market observed U.S. holidays)
Company-paid parking

Firm Background

Correct Capital Wealth Management is an independent Registered Investment Advisor in downtown Clayton, MO. We are honored to serve the financial planning and investment needs of our clients and the retirement plans of dozens of employers across the Midwest. Our tagline is “Trust Matters.” Our clients’ trust is our greatest asset and we work to earn and maintain that trust every day.

Correct Capital Wealth Management jobs

Front Office Associate