What are the responsibilities and job description for the Wealth Management Administrator position at Harvest Wealth Group?
Harvest Wealth Group is dedicated to delivering quality, actionable financial advice to hard-working American families. We're seeking a Client Services Administrator to join our new business team and provide exceptional support to our clients.
As a Client Services Administrator, you'll play a crucial role in building strong relationships with clients, addressing their inquiries, and overseeing administrative tasks. You'll manage client accounts ensuring compliance with regulatory standards, deliver excellent customer service addressing client inquiries and concerns, and oversee administrative tasks and maintain accurate records.
About Us:
We're a company that creates a massive impact in the lives of our team and clients. We believe excellence wins, and we're passionate about helping our clients achieve their financial goals.
We run on an Entrepreneurial Operating System (EOS) which means we give clear directions, make sure you have the necessary tools, act with the greater good in mind, delegate appropriately, take time to truly understand your role, and communicate effectively.
You'll be part of a fast-paced, results-oriented environment where you'll work independently and as part of a team. You'll need to have strong communication and interpersonal skills to establish and maintain relationships with clients and colleagues.
What We Offer:
- Competitive salary based on experience and licensing
- Health insurance
- 401(k)
- Incentive pay
- Work from home
- 1 month paid sabbatical every 3 years
- Unlimited Paid Time Off
