1 Garfield Circle
Growing financial advisory practice seeks an energetic and organized individual with a high level of professionalism to become a part of our team in our Burlington, MA office. The candidate will provide administrative and operations support for the Lead Advisor. The ideal candidate will be pleasant, detail oriented, motivated, and able to work independently, as well as part of the team. This position requires the ability to learn quickly and function efficiently. The ideal candidate will be committed to high quality customer service and self-motivated.
The primary role of the Client Service Associate is to provide support and execution on daily tasks and responsibilities in multiple aspects of the business. The associate will work alongside the Lead Advisor to help execute all aspect of the client experience from client engagement to client boarding and client service. No sales or new client acquisition results will be required.
Day to day responsibilities will include, but not limited to the following:
Requirements important to the role:
This position is available for either part time or full-time employment. For us, finding the right individual who is a good fit for the role and with our team trumps the number of hours a week they can work. Compensation is $25/hour for part-time or up to $50,000 for full-time – subject to discussion based on experiences, skill sets, and hours worked.
SMB Financial Strategies, LLC is a growing financial planning firm located in Burlington, MA. Our services are comprehensive and cover all aspects of our client’s financial lives, which includes: retirement and education planning, investment management, estate and tax planning, etc. We are currently building our team to support the growth of our clients as well as increase the adoption of new technologies.
Please submit a letter along with your resume to firstname.lastname@example.org and let us know why you think you would be a good fit for our firm!