Vacancy expired!
“Meaning in our work is found not in our paycheck or basic productivity, but in the degree of love we show to others through our actions and attitudes.”– Dr. Andrew Spencer
Who You Are: Does the above quote resonate with you? Are you a bright, caring, compassionate professional who enjoys surprising and delighting clients by delivering extraordinary service? Do you have a warm, positive personality with exceptional attention to detail? If so, you may be the person we are looking for to work in our established, successful and highly regarded wealth management firm!
The Opportunity: The Client Service Specialist/Executive Assistant serves as the primary point of contact in providing general administrative and client service support for the office, and administrative support to the firm’s leadership team. This is an excellent opportunity to join a growing, independent firm that enjoys an exceedingly positive reputation and offers exceptional growth opportunities!
Who We Are: NCW’s leading, purpose-driven, locally owned wealth management firm; however, most importantly, our business philosophy can be summarized by the above quote from Dr. Andrew Spencer! We provide comprehensive financial consulting and fiduciary investment management services to a select clientele. Our culture is highly professional with an exceptional commitment to integrity, quality and client service, while also being fun, friendly and relaxed. We enjoy an outstanding reputation for delivering high-level financial planning and portfolio management solutions, delivering extraordinary client service and providing a positive, encouraging and supportive work environment for our team members. We offer competitive wages and benefits, and a fantastic work schedule where most team members enjoy Fridays off during the summer and regularly enjoy 3 and 4-day weekends the remainder of the year!
Who We Want to Hire: A bright, organized and poised professional with at least 1-year proven client service, administrative and/or executive assistant experience, and a sincere passion for delivering extraordinary client service. Must have excellent time management skills, the ability to prioritize effectively and work both independently and as part of a team and efficiently communicate with the firm’s clients, while functioning as the “right hand” to the firm’s leadership team. The ideal candidate is a highly ethical self-starter with a warm, friendly personality and a positive attitude. They must possess excellent client service and administrative skills, exceptional attention to detail, the ability to perform error-free work, strong computer, internet, and software skills, excellent problem-solving skills and enjoy being challenged. If these qualities describe you, and Dr. Spencer’s quote resonates with you, we are excited to hear from you!
Vacancy expired!