Advisor Assistant
Advisor Assistant
Advisor Assistant
WHO WE ARE:
Dodds Wealth Advisors, a growing wealth management firm, is seeking an assistant for our advisors that will assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
As a multi-generation family business – founded in 1979 by Pat Dodds – we offer deep financial planning and wealth management knowledge and experience delivered in a professional, full-service environment with a caring, family atmosphere.
We know we have accomplished our mission when clients feel as though they are family and know that we will always have their best interests at heart.
Our mission at Dodds Wealth Advisors is to help people enjoy a better life by providing unique financial solutions, delivered in an exceptional and full-service environment. Our goal is to increase our clients' clarity and confidence about their financial future. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
WHO WE WANT:
An assistant to our advisor team plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, they help keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
WHAT TO EXPECT:
- Processes client paperwork while servicing the account.
- Processes beneficiary changes.
- Develops and maintains client relationships both over the phone and in-person.
- Schedules client meetings
- Sends update meeting letters.
- Handles miscellaneous operational activities.
- Develops and maintains written systems of all activities within our internal CRM.
- Performs other duties as assigned.
WHAT YOU NEED:
Requires:
- Excellent attitude and an extraordinary client service orientation.
- A strong focus on getting the details right.
- Excellent organizational and time management skills.
- An ability to handle multiple tasks within tight time frames.
- Proficiency with Microsoft Office Suite.
- Strong verbal, written, and interpersonal communication skills.
- Attendance is an essential function.
*Salary is commensurate with experience.
BENEFITS
In exchange for your expertise, we offer a base salary, 401(k) plus matching, health benefits, paid time off and holiday pay, potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. For more information about our company, please visit our website www.doddswealthadvisors.com
If you are interested in this opportunity, please send your resume to Troy Hermon at troy@doddswealthadvisors.com
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.