Job Responsibilities/Description:

• Provide support to internal teams on accounting, operations, and compliance matters, ensuring timely resolution of any issues.
• Manage and track client accounts across multiple systems, ensuring that appropriate actions are taken to resolve any incoming activities or issues.
• Collaborate with different departments to address challenges and enhance the efficiency and effectiveness of the team by contributing to various projects.
• Monitor daily work requirements, tasks, and overall team performance, ensuring alignment with department standards.
• Offer feedback to supervisors on daily operations to maintain smooth and continuous workflows.
• Ensure adherence to documented policies, procedures, and internal controls through communication via email and the Customer Relationship Management (CRM) system.
• Maintain documented procedures for projects such as onboarding advisors, opening new accounts, and managing current accounts.

Qualifications:

• Bachelor's degree in Business, Organizational Management, or a related field.
• 0-2 years of professional experience, with training provided!
  • Previous client or customer service experience is a plus, even from industries like hospitality (e.g., serving, banking, retail sales).
  • This role will support remote advisors, assisting with tasks such as opening new accounts, handling paperwork, transferring funds, and onboarding new clients.
• Proficiency in Microsoft Office 365.
• Strong planning and organizational skills, attention to detail, customer service experience, eagerness to learn, and problem-solving abilities.

Additional Info:

• Pay range: $45-55K

• Schedule: Hours: around 8am-4:30pm Monday - Friday
• Location: Hybrid work schedule after training

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.