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Job description

Capital Consulting is a fee based Registered Investment Advisor (RIA). We manage our clients money and provide comprehensive financial planning.

Goals and Objectives:

To help clients of the company reach their personal financial objectives while minimizing their future tax liabilities. To effectively reflect the mission, values and ideology of the practice in all communication that takes place through this position. Visit our website at www.ccam.net to learn more about our company.

Responsibilities:

  • Deal honestly and ethically with all clients
  • To make all clients feel as if their needs are the most important thing in the world and offer a superior level of service unlike most other firms
  • To accurately record all information required for investments by clients in the forms and paperwork
  • To maintain long term relationships with clients that turn them into “raving fans”
  • To monitor future needs of clients
  • To effectively manage their time to insure sufficient meetings with clients in order to meet and exceed their quantitative performance objectives.

Duties:

  • Fill out and submit paperwork for clients.
  • Send thank-you notes to clients.
  • Stay in contact with clients/vendors weekly until the delivery of a product or policy.
  • Process letters associated with their activities.
  • Prepare Portfolio Reviews that are presented to clients with high accuracy.
  • Review client folders prior to meetings.
  • Answer the phone on a regular basis.
  • Administrative duties is not limited to this list and can vary on a day to day basis.

Position Requirements:

  • The ability to use computer systems, including word processing, marketing software and data entry and services research
  • Courteous and professional use of the telephone in communicating with clients and others
  • The ability to write legibly and professionally
  • The ability to communicate with clients and others in a professional and meaningful manner.
  • This position requires the ability to sit for extended periods of time (5 to 8 hours per day) and using the telephone and the computer systems.
  • College Degree preferred but not required.
  • Previous Financial Services/Investment experience preferred but not required.
  • Strong attention to detail, experience with numbers
  • Ability to multi task and work in fast paced environment.
  • Have a very happy demeanor, motivated, and overall good attitude.

Please submit resume and cover letter for consideration.

Benefits include Paid Parking, Large contribution into Retirement Plan, Flexible Schedule.

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

 

  • 401(k)
  • 401(k) matching
  • Flexible spending account
  • Paid time off
  • Tuition reimbursement

 

Schedule:

 

  • Monday to Friday

 

Education:

 

  • High school or equivalent (Preferred)

 

Experience:

 

  • Customer Service: 1 year (Preferred)

 

Work Location: In person