Client Associate
: Job Details :

Are you a detailed-driven administrative professional seeking a breakout opportunity to serve as the right-hand assistant to a thriving financial advisory practice? You will get to participate in the effort to continue making every client happy, while serving as the right-hand support to a dynamic team!

The Richmond Group USA (TRG) is seeking a Client Associate to join a close-knit team, where you'll take charge of office administration and client communication.

Responsibilities

• Learn from top advisors and start spotting financial planning needs and solutions.
• Prep for client meetings and get everything ready.
• Be in the room for client meetings, taking notes and keeping track of next steps.
• Follow up with clients to keep things moving smoothly.

Qualifications

Bachelor's degree in business administration preferred, but not required.

Required Skills

• 2+ years of experience in a professional financial office setting.
• A proven track record of exceptional organizational skills, professionalism, discretion, and confidentiality.
• Proficiency in MS Office and QuickBooks. Advanced MS Excel skills.
• Excellent written and oral communication skills.

This is your chance to grow within a supportive team and make a meaningful impact on client success!

If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to ...@richgroupusa.com. We'll reach out to you when opportunities match your geography and experience. All inquiries are confidential, and your information will not be shared without your approval.

Equal Opportunity Statement

All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.