Client and Team Internal Support

Client and Team Internal Support

WHO WE ARE:

Capital Planning is an independent wealth management firm founded with a mission to provide financial planning with purpose, so clients can focus on enjoying life. We offer a full range of wealth management services, grounded in comprehensive planning and independent thinking. Over the last 30 years, we have formed a team to address the complexities of financial planning, in order to provide simplicity for our clients.

We are a client-centered team that places a strong emphasis on collaboration and shared success. At the same time, we believe in aligning each team member’s unique strengths with their responsibilities and empowering self-management in individual tasks.

If you thrive in a supportive team environment where you’re given the autonomy to take ownership of your role, this opportunity is for you. Most importantly, we’re looking for someone with a servant's heart, dedicated to serving others and making a positive impact.

WHO WE WANT:

We are looking for someone who embodies our core values of following the golden rule, rooted in competence and determined to grow, while serving with care/embodying a servant's heart. This individual should be a true teammate, eager to support both clients and colleagues with professionalism, positivity, and a proactive attitude. The ideal candidate thrives in a collaborative environment, values attention to detail, and approaches every task with a mindset of service and excellence. If you are someone who finds fulfillment in helping others succeed and creating meaningful connections, we’d love to have you on our team.

WHAT TO EXPECT

· Environment Overseer – Presentation space, decorating, dishwasher, snacks, etc.

· Phone & Door Lead ½ Time (office time)

· Mail Lead

· Scanning Lead

· Ordering all supplies

· IT Lead

· Marketing

· Building Maintenance Lead

· Creating meeting list and confirming meetings - Lead

· Compliance Support

· Client Gifting/Maintain Birthday Company

· PAG Weekly Memo

· Client Event Support

· Scheduling Support

· Prospect Support

· Onboarding Support

· Address Changes Support

· Annual Survey Support

· Notary

· Wholesaler Lunch– Day of meeting coordination

WHAT YOU NEED:

Requires:

· Tech-Savvy – Comfortable troubleshooting everyday tech issues and effectively coordinating major concerns with our offsite IT team.

· Tech-Forward – Eager to explore and implement new technologies that enhance efficiency and streamline office operations.

· An attitude of “I get to...” rather than “I have to…”

· Strong communication and interpersonal skills.

· Excellent organizational and time management skills.

· Excellent attitude and an extraordinary client service orientation.

· Ability to handle multiple tasks and operate within tight deadlines.

· Proficiency with Microsoft Office Suite.

· Computer literacy to easily learn new programs.

· Strong attention to details.

· Planning and organizational skills.

· Exceptional written and verbal communication skills.

Preferred:

· Knowledge of Financial Advisor office tools (Redtail, Clientworks).

· A bachelor’s degree or equivalent experience.

· Knowledge of the securities industry’s rules and regulations.

· At least three years of experience in a small business environment assisting with day-to-day operations.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. For more information about our company, please visit our website www.capital-planning.com

If you are interested in this opportunity, please send your resume and letter of interest to Annie Brinckman at annie@capital-planning.com

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Work Location: In person

Salary : $45,000