12/03/2024
We’re Hiring! 🎉
Job Description
About Us
Thriving Asset Management (TAM) is a boutique wealth management firm in Palo Alto, California, with a dedicated team focused on delivering exceptional client service. We’re experiencing organic growth and are seeking a highly organized and proactive individual to join our team as a Client Relations and Administrative Coordinator.
Position Overview
As the Client Relations and Administrative Coordinator, you will play a pivotal role in ensuring seamless operations and excellent client experiences. You’ll manage administrative tasks, assist with client outreach, and support business development efforts. This is a full-time, on-site position with a private office and opportunities for professional growth in a dynamic environment.
Key Responsibilities
• Conduct client and prospect outreach via phone, including initiating introductions to new prospects and scheduling in-office meetings.
• Communicate confidently and professionally with clients, prospects, and team members to build rapport and trust.
• Accurately prepare and process client paperwork, ensuring compliance with financial regulations.
• Coordinate scheduling and book appointments for the financial advisor and team.
• Conduct client and prospective client outreach via phone and email to confirm meetings and gather information.
• Maintain and update client records in our CRM system.
• Assist in the preparation of reports, proposals, and marketing materials.
• Provide general administrative support, including managing correspondence and office organization.
Required Skills and Attributes
• Strong Pone Skills: Ability to make outbound calls and engage prospects professionally and persuasively.
• Social Skills: A natural ability to build connections, actively listen, and convey enthusiasm in client interactions.
• Professionalism: Demonstrates reliability, punctuality, and adherence to form business attire standards in the office.
Qualifications
• Bachelor's degree preferred or equivalent experience in a professional setting.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite and CRM software (experience with Salesforce or similar platforms is a plus).
• Ability to work independently and collaboratively within a small team.
• Prior experience in the financial services industry is highly desirable but not required.
Compensation and Benefits
• Competitive salary with potential performance-based bonuses.
• Private office space in a professional and supportive work environment.
• Opportunities for ongoing training and career development.
How to Apply
Please submit your resume and a brief cover letter detailing your relevant experience and interest in the role.
Salary Range: $60,000 - $85,000 plus Bonuses and Incentives.
