We are seeking a successful Wealth Management Operations Associate/Client Service Associate who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. $60,000 Base Salary with the ability to earn a performance-based bonus. Inscription provides access to health insurance, offers a 401k with a company match (after one year of service), and provides three weeks of paid vacation. Responsibilities: • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation • Partner with team members to accomplish a common goal of providing exceptional service • Interact with clients to support all aspects of their servicing needs related to the management of their relationship • Interact and network with senior professionals throughout the firm to fuel career success Qualifications: • Excellent client-facing, interpersonal, organizational, and client-service skills • Detail-oriented with the ability to prioritize and organize workflow • Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with frequent interruptions • Strong Microsoft Office skills including Excel and PowerPoint • Experience with eMoney financial planning software a plus • A College degree is preferred Compensation: $60,000 Base + discretionary bonus

• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation • Partner with team members to accomplish a common goal of providing exceptional service • Interact with clients to support all aspects of their servicing needs related to the management of their relationship • Interact and network with senior professionals throughout the firm to fuel career success