Practice Management & Client Support

Position Overview We're seeking a motivated and detail-oriented team member to primarily support Jordana with a variety of responsibilities that keep our practice running smoothly and our clients well cared for. This role is ideal for someone who is eager to learn, grow, and build a career in financial services. Key Responsibilities * Assist with client paperwork and service-related tasks * Manage and update our CRM system to ensure accurate records * Launch and coordinate social media campaigns * Oversee compliance filings, particularly for events * Confirm client meetings and assist with follow-up communication * Contact clients to collect outstanding documents or information * Enter data into eMoney and other financial platforms * Provide support for day-to-day operational and administrative needs What We're Looking For * Professional, clear, and confident in client interactions * Highly organized with strong attention to detail * Comfortable taking initiative and ownership of assigned tasks * Interested in developing skills and advancing within the financial services industry Position Details * Start Date: January * Hours: ~30 hours per week to start * Compensation: $20-$25 per hour (W-2), with opportunities for performance-based bonuses * Growth: Willingness to obtain required licensing within the first two years of employment

Created: 2025-10-04