Our client is a boutique wealth management firm located in San Francisco. Their clients include high net worth individuals, company retirement plans, foundations and endowments. We are looking for an exceptionally organized multi-tasker with a great attitude to help support the growth of our business. Experience in financial services, and specifically in wealth management, strongly preferred.

The successful candidate will perform a range of responsibilities that will provide critical support to the firm.

- Attention to detail and exceptional organizational skills

- Impeccable ethics, professionalism, and discretion with sensitive information

- Ability to work efficiently, collaboratively, independently, with little supervision

- Enthusiastic willingness to learn and contribute to team goals

- Curiosity, a can-do attitude, and the ability to learn quickly

- Impressive computer skills; proficient in use of Outlook, Word, Excel and Power Point

- Experience managing CRM database, as well as using Adobe, Morningstar, and financial planning software

- Knowledge of investment research resources and online research

- Strong written and verbal communication skills

• Outstanding “soft skills” – including the ability to work well with clients, vendors and colleagues

Qualifications:

- Minimum Associate degree required

- Prior experience in a financial services office, investment experience preferred; significant prior work experience

Job responsibilities include:

- Assistance with client reporting and new client setup

- Maintaining website and company social media sites

- Schedule appointments and maintain calendars

- General administrative support for CEO; general office administration

- Assist Chief Compliance Officer with recurring tasks throughout the year

• Manage some elements of client experience (welcome kits, gifts, client events)

• Manage and order office supplies

• Schedule and coordinate meetings

• Scan and file documents, maintain filing systems

• Print and organize client reports and presentation materials

• Document meetings and phone calls in CRM

Our client is a small firm and is looking for someone who likes working as part of a small team where everyone has an impact. They will be adopting a hybrid office model beginning in September, so the individual must be available to come into the downtown San Francisco office. The position will likely require 20 – 25hrs/week.