About the Company:

Join Our Caring Team! Are you a compassionate, creative individual who thrives on building relationships and making a positive impact? J.E. Simmons and Company, a financial planning firm serving dentists and business owners, is looking for a warm-hearted Client Service Administrator to join our close-knit family business.

About Us

At J.E. Simmons and Company, we believe in creating a supportive environment where both our clients and team members can flourish. We're not just about numbers – we're about people. Our ideal candidate is someone who shares our passion for helping others and brings a spark of creativity to everything they do.

What You'll Do

Welcoming clients with a warm smile and a listening ear
Crafting personalized communications that make our clients feel valued
Collaborating with our advisors to create engaging financial plans
Organizing client events that are both informative and fun
Coming up with creative solutions to streamline our processes
Supporting our tax team by gathering client information in a friendly, approachable way
Managing paperwork for client investment accounts with a positive attitude, knowing you're helping clients achieve their dreams
Supporting the delivery of financial planning services to ensure client satisfaction and success

Who You Are

A people person with 3-8 years of experience in financial services or a related field
Someone who genuinely enjoys building relationships with clients and coworkers
A creative thinker who loves finding innovative ways to solve problems
A detail-oriented individual who takes pride in their work
A team player who thrives in a collaborative, supportive environment
A lifelong learner, always eager to grow and develop new skills

What We Offer

A team-based work environment where your ideas are valued
A flexible, hybrid work schedule that allows for a lot of flexibility
Opportunities to make a real difference in clients' lives
A supportive team that feels more like a family
Competitive salary and benefits to support your well-being
Professional development to help you grow your career
A culture that celebrates creativity and kindness

If you're looking for more than just a job – if you want to be part of a caring team that makes a real difference in people's lives – we'd love to meet you. At J.E. Simmons and Company, we believe that when we bring together kind, creative individuals, we can achieve amazing things for our clients and each other. Join us in creating financial plans with heart!

J.E. Simmons and Company P.C. jobs

Client Services Administrator