Job Details
- Part-time | Full-time
- $20 – $28 an hour
Full Job Description
Align Financial Solutions is a fee-only wealth management firm serving high-achieving women who want clarity, confidence, and long-term financial security.
We are growing thoughtfully and are looking for an Administrative Assistant and Client Service Associate to support clients and strengthen the client experience.
This is a part-time role (15–20 hours per week) with the opportunity to grow into a full-time position as the firm expands. Compensation:
$20 – $28 hourly Responsibilities:
Responsibilities:
Client Service & Communication:
- Calling clients to confirm meetings and assist with onboarding
- Joining rollover calls and helping guide clients through account transfers
- Responding to client service inquiries with clarity and warmth
- Preparing and sending follow-up emails and meeting recaps
Onboarding & Custodian Support:
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- Preparing and processing Schwab paperwork
- Managing ACATs, rollovers, RMDs, and account maintenance
- Tracking transfers and following up to ensure completion
- Coordinating account opening and funding workflows
Administrative Support:
- Scheduling meetings
- Managing task follow-up
- Organizing documents within the client vault
- Updating client records and data entry in financial planning software
Qualifications:
Who This Role Is For
You are:
- Warm and professional on the phone
- Calm under pressure
- Detail-oriented and precise
- Naturally service-driven
- Comfortable handling sensitive financial matters
- Organized without being rigid
- Looking to grow within a fee-only fiduciary firm
You enjoy creating order, following through, and helping clients feel reassured.
Requirements:
- 3–8+ years experience in financial services, RIA, or wealth management
- Experience with Schwab Advisor Center (or similar custodian)
- Familiarity with ACATs, rollovers, RMDs, account paperwork
- Strong written and verbal communication skills
- High attention to detail
Nice to Have:
- Experience with financial planning software (eMoney, RightCapital, Black Diamond, etc.)
About Company
We are a boutique, fee-only fiduciary firm built on integrity, service, and long-term client relationships.
Our clients are thoughtful, long-term focused women who value partnership with experts.
You’ll be part of a firm that prioritizes quality over volume and service over sales.
If you’re looking for meaningful work in a growing firm where your contribution truly matters, we’d love to hear from you.
Method Of Application
Qualified and interested applicant should click the APPLY HERE LINK below to start filling out the application form and submit it before the deadline.
APPLY HERE
Deadline: Not Disclosed
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