Practice Management & Client Support
Position Overview
We’re seeking a motivated and detail-oriented team member to primarily support Jordana with a variety of responsibilities that keep our practice running smoothly and our clients well cared for. This role is ideal for someone who is eager to learn, grow, and build a career in financial services.
Key Responsibilities
· Assist with client paperwork and service-related tasks
· Manage and update our CRM system to ensure accurate records
· Launch and coordinate social media campaigns
· Oversee compliance filings, particularly for events
· Confirm client meetings and assist with follow-up communication
· Contact clients to collect outstanding documents or information
· Enter data into eMoney and other financial platforms
· Provide support for day-to-day operational and administrative needs
What We’re Looking For
· Professional, clear, and confident in client interactions
· Highly organized with strong attention to detail
· Comfortable taking initiative and ownership of assigned tasks
· Interested in developing skills and advancing within the financial services industry
Position Details
· Start Date: January
· Hours: ~30 hours per week to start
· Compensation: $20–$25 per hour (W-2), with opportunities for performance-based bonuses
· Growth: Willingness to obtain required licensing within the first two years of employment
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