Client Services & Operations Coordinator

Posted: 08/08/2022

Rosell Wealth Management is in search of an awesome individual to join our dream team!

Who You Are
You are detail-oriented, organized, and self-motivated, but most importantly you care about people. You consider yourself to have a high EQ (emotional intelligence) and are an excellent communicator. You are a rockstar when it comes to multi-tasking and enjoy supporting and collaborating with a team. Perhaps you haven’t been in the financial industry, but you have experience with leading projects and working with a team in an office environment. You’re excited by the challenge of learning new skills within the financial industry, and you have the knack for learning quickly.

Who We Are
We are a financial planning firm that has embodied the lifestyle and heart of Bend for over 20 years. We specialize in working with affluent individuals and families who are at or near retirement and help them to live the life they have always imagined. We are proud of the unique experience that we offer our clients, and we welcome them to our practice as if they are family.

Our work culture seeks to create harmony between our professional and personal lives. As a team of 4, we encourage growth of each team member and strive to bring more ease into the workplace. We empower our team members to be able to take risks and have a voice in shaping the future of the practice. We are a small team who truly care about each other and value giving back to the wonderful community that we live in. Our intention is that we are all in a role that suits our strengths and helps us to be the best version of ourselves. Learn more about us:

The Nitty Gritty
This is a full-time position that requires 40+ hours per week and occasionally includes an evening social event. We are seeking a team member to be the chief gatekeeper of our firm and who can multi-task and problem-solve like a pro. In addition to supporting our advisors and being a resource to our clients, this role includes digital media coordination, marketing, and event planning. This is an in-person role (not virtual).

The role consists of (but not limited to):

Client Service (35% +/- of your time)
You will be interacting with clients via phone, email and in person. You are a guide and a resource to our clients by guiding them with paperwork, account information, notes, meeting follow-up, etc.

Internal Operations/Advisor Support (35% +/- of your time)
You are the chief gatekeeper to our firm! You help keep our office working smoothly by running the day to day operations as well as supporting the other advisors in the office.

Digital Media Management (20% +/- your time)
You will oversee many of our technology systems and support marketing & business development initiatives by leading our social media plan and maintain other digital media sites.

Marketing Support (10% +/- your time)
You are a rock-star assistant to help grow our firm! You will help with marketing events and initiatives and submitting marketing materials for compliance review.

The Perks
We invest in our team members, which is why:

  • Beginning salaried wage $50,000 - $55,000, D.O.E.
  • We hire for the long term! Established team members will thrive as the firm continues to grow.
  • We provide health, vision, and dental insurance at no extra cost to you.
  • We sponsor the continuing education of team members if it is aligned with induvial and firm vision.
  • We are a Bend Chamber member and encourage our team members to attend Chamber events throughout the year.

We believe in planning for retirement, which is why:

  • 401(k) plan benefits start from day one, complete with a generous company match and potential profit sharing at the end of the year.

We value work-life balance, which is why:

  • We offer 10 days of PTO from day one.
  • Paid holidays.
  • Flexibility within the work schedule and for additional time off.

Do you think you might be right fit? Connect with us!

We look forward to connecting with you!

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