Details: TitleExecutive Assistant / Office Manager Reports ToPresident LocationBeautiful Bend Oregon Brief DescriptionThis position requires a pleasant, personable and positive individual. EXPERIENCE IN FINANCIAL PLANNING / WEALTH MANAGEMENT IS A MUST. Having your series 6 & 66 securities licenses are a definite plus. Want to work for a progressive wealth manager that has a 10+ year stable practice? Want the balance of not stuffy, but professional? Fun and flexible, but take business seriously? We are seeking a rock star executive assistant who wants a more casual environment and the amazing lifestyle that Bend Oregon has to offer. An experienced, stable, well-organized individual who can multi-task. An Executive Assistant / Office Manager / Compliance Coordinator / Chief Problem Solver and the Gatekeeper of a culture that is a happy and fun work environment. Whew! Like a good challenge? Sound like a lot, or sound like a dream? If you choose dream, you might be our successful candidate! This position requires client interface and Customer Relationship Management (CRM) / database management related activities. This is a full-time position that is expected to require 40+ hours per week. It may occasionally include an evening or weekend event. A positive, can-do, solution-oriented attitude is a must. Clear and consistent communication is also absolutely crucial to the success of this position. We have a quality-driven, customer-focused, hard-working environment that is challenging while simultaneously being fun, productive, educational and rewarding for us and our clients. You should have knowledge of all aspects of the Microsoft Office Suite, RedTail and the ability to navigate investment websites (i.e. TD Ameritrade, Schwab, etc.). General knowledge of FINRA regulations and general accounting practices are also helpful. Job responsibilities will include, but not be limited to: EXECUTIVE ASSISTANT Customer service support Reception I.T. management Client and prospect database development and management Managing “one-off" client issues Prepare monthly reports including: revenue, income per client, AUM per client, AUM by company, etc. Support existing business development & marketing initiatives Meeting with wholesalers as needed Client event coordination & support Maintain continued education for all licenses Attend weekly management meetings Other duties as may be required from time to time COMPLIANCE Weekly Blotter Report (documentation of all transactions and account changes) Development & maintenance of new and existing client files Maintain all state and federal RIA procedures Maintain contacts with compliance officers Preparing for all Oregon State audits Complete all quarterly compliance requirements Compliance review approval for all marketing and communications Compensation: You will be paid an annual base salary of $35,000 - $45,000 DOE. In addition you will participate in our performance-based incentive program that is estimated to pay an additional $10,000 - $15,000 annually. After six months of continual employment you will be eligible for the firm’s 401k plan, the details of which will be covered separately. You will receive two weeks of paid vacation. Vacation must be scheduled a minimum of 30 days in advance. In addition the firm has six paid holidays. You will drive your own vehicle at your own expense. We will pay for your mobile communication device and all related cell phone / e-mail access charges for that device. You will be expected to be readily available by e-mail and cell phone, and should return all communications promptly. Additional Notes: There will be a 90 day probationary period and performance review. After 90 days, if performance warrants, there will be annual performance reviews. Our firm works with affluent and successful people. It is important that we come across aesthetically with style and class. Culture:The culture of our practice is very important to us. It is a big part of what differentiates us from other financial planning / wealth management firms. Our clients’ real world experience must match the messaging we put out. Therefore we are committed to: Quality across all aspects of our business Having a business culture of fun, flexible, simplicity, client-focused and results-oriented (Culture is what you do, not what you say) Consistently providing the highest level of service to our customers, prospects and referral sources. Being easy and convenient to do business with Focusing on simplifying, streamlining and continual improvement of efficiencies. Focus on the specific type of customers that we are well suited to serve effectively and profitably. A integrity, respect and doing the right thing (internally & externally) Being clearly recognized as the regional authority and information resource for wealth management, preservation and distribution for affluent people. Creating profitable growth that benefits our stakeholders Being visibly and actively involved in the communities we serve (including events, non-profits, and growth/business focused organizations). Differentiating from our competitors Continually expanding our income sources Communicate clearly and frequently with all clients and prospects About Rosell Wealth Management: RWM has been one of the top financial planning firms in Central Oregon for more than 10 years. David Rosell, the company’s President is a recipient of the Certificate in Retirement Planning from the Wharton School of Business and a six-year member of the Million Dollar Round Table (The premier association of financial professionals). David is the past president of the Bend Chamber of Commerce and the City Club of Central Oregon. To learn more please visit www.RosellWealthManagement.com.
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