Client Service Associate / Administrative Coordinator

Job Description Job Description About Us We are a boutique Registered Investment Advisor (RIA). Our team consists of one lead financial advisor supported by two paraplanners, and we provide high-touch wealth management services to a select group of clients. Position Overview We are seeking a highly organized and detail-oriented Client Service Associate to support our team. This role is designed to take on administrative and client service responsibilities currently handled by paraplanners, allo…