Administrative Client Service Associate

Wolff Financial Group is a multi-generational family-owned financial planning and insurance practice, specializing in risk management and wealth management for individuals and businesses. As a boutique investment/insurance firm east of the CT river, we have a strong commitment to having trusted advisor-client relationships while helping our clients achieve their financial goals and objectives. Be a part of a dedicated team that values collaboration, integrity, and a client-centric approach. We are seeking a highly motivated and detail-oriented individual to support our team of Financial Advisors. This is a full-time, onsite position at 40 hours per week where the hours fall during normal business hours of 8:00AM – 5:00PM (including a 1-hour, unpaid lunch). This position offers an opportunity to grow beyond traditional administrative responsibilities into a broader client service and investment operations role. As experience and knowledge develop, this individual will have the opportunity to take on increased responsibilities supporting our firm’s investment book of business and client relationships. Job Responsibilities Provide service to individual and corporate clients by phone, in person or virtual interactions Assist in preparing, processing and tracking investment account updates and transactions Scan/copy files and input client data into our client management systems Perform general administrative office duties to ensure day-to-day office operations run smoothly and efficiently Skills and Qualifications: Professional, personable, energetic, great attention to detail, adaptable Proficient in Microsoft Office Suite, specifically Excel, Word, Outlook Organized and able to work both independently and in a team environment Ability to communicate effectively with clients and financial institutions by phone Past administrative experience (preferably 3-5 years is desired) Benefits: · Paid time off and paid volunteer time · 401(k) with an employer match and yearly bonuses with potential for participation in future profit sharing · Medical, dental, vision and disability insurance · On-site gym · Flexibility at times to work from home Pay: $50,000.00 per year Benefits 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Volunteer time off Work Location: In person