Capstone Financial Group ยท 1 week ago
Wealth Management Client Associate
Baxter, MN
Part-time
Onsite
New Grad, Entry LevelCapstone Financial Group is a private investment planning and wealth management practice with multiple offices throughout the Midwest. They are seeking a Wealth Management Client Associate to support their growth by assisting a Financial Advisor and providing top-tier service to clients.
Financial Services
Hiring Manager
Marcy Rinas
Responsibilities
Assisting a Financial Advisor in a branch location, providing top-tier service to clients
Scheduling meetings, answering phone calls and emails, along with other general office tasks
Opening new accounts, processing transfer requests and other documents as part of the client onboarding process
Accepting client service requests, processing forms, entering transactions, tracking completion
Generating reports to prepare for client review meetings
Managing social media advertising, print marketing, seminars, and general communication for the branch
Ensuring compliance with regulatory requirements
Maintaining a high level of confidentiality working with sensitive and proprietary information
Performing complex administrative duties as directed or needed
Utilizing various software programs to support business and client needs
Managing multiple projects of a complex nature and prioritizing work to meet all required timelines
Effectively and professionally communicating with all levels of the organization
Displaying professionalism to create a positive first impression
Performing other responsibilities as needed or assigned
Qualification
Required
Organized and energetic professional
Experience in handling a wide range of administrative, financial, and office support-related tasks
Well organized
Enjoys a busy workday
Outgoing
Background in financial services or the brokerage industry
Experience in banking, insurance, or office administration
Assisting a Financial Advisor in a branch location
Providing top-tier service to clients
Scheduling meetings, answering phone calls and emails, along with other general office tasks
Opening new accounts, processing transfer requests and other documents as part of the client onboarding process
Accepting client service requests, processing forms, entering transactions, tracking completion
Generating reports to prepare for client review meetings
Managing social media advertising, print marketing, seminars, and general communication for the branch
Ensuring compliance with regulatory requirements
Maintaining a high level of confidentiality working with sensitive and proprietary information
Performing complex administrative duties as directed or needed
Utilizing various software programs to support business and client needs
Managing multiple projects of a complex nature and prioritizing work to meet all required timelines
Effectively and professionally communicating with all levels of the organization
Displaying professionalism to create a positive first impression
Performing other responsibilities as needed or assigned
Benefits
Paid holidays
Paid time off
Company
Capstone Financial Group
Capstone Financial Group is committed to helping clients pursue their investment goals with sound financial strategies.
Founded in 2023Baxter, MN / Devils Lake, ND / Fargo, ND / Grafton, ND / Grand Forks, ND / Wahpeton, ND, US
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Layton White
Partner, Senior Financial Advisor
Company data provided by crunchbase