Client Services Assistant

Description: Barney Financial Services is a thriving financial planning firm with clients across the country. We are committed to helping our clients use their God-given resources in the very best way possible. With over 70 years of combined experience, our team takes pride in delivering a personalized, comprehensive approach to financial planning. As a Client Services Assistant, you will play a key role in supporting our team and helping clients navigate their financial journey.
 

Client-Facing Responsibilities:

• Client Meeting Support: Attend client meetings, take notes, and assist in delivering key information.
• Client Communication: Serve as a point of contact, answering inquiries and providing timely follow-up.
• Document & Presentation Support: Prepare financial documents and reports for client meetings.
• Onboarding & Account Setup: Guide clients through account setup and paperwork to ensure a smooth transition.
• Proactive Client Care: Regularly check in with clients, send reminders, and ensure satisfaction.

Administrative Responsibilities:

• Paperwork & CRM Management: Prepare and track client paperwork, maintaining accurate client records in our CRM system.
• Scheduling & Calendar Management: Organize appointments and ensure smooth calendar coordination for financial planners.
• General Administrative Support: Handle filing, scanning, mailing, and other office tasks to keep operations running smoothly.
• Compliance & Documentation: Assist with maintaining industry compliance and ensuring proper documentation standards.

Position Start Date and Details: Flexible start date; 40 hours/week, M-F 8am-5pm.
 
Requirements and Skills:

• High school diploma or equivalent
• Prior office administrative assistant experience preferred.
• Must be proficient in Microsoft Office applications
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• A positive, professional attitude and a strong willingness to learn and grow.

Wage & Benefits:

• Competitive hourly wage of $23-$25/hour, based on experience, education, and qualifications.
• Eligible for performance-based raises, as well as wage increases tied to tenure and completion of relevant industry certifications.
• Benefits include 7 paid holidays, 1 week paid sick leave, 1 week personal leave, and 1 week paid vacation in the first year (with additional vacation time granted based on tenure).
• Employees have the option to participate in our employer-sponsored 401(k) retirement plan with 6% matching contributions.
• Potential for generous performance-based bonuses, along with clear opportunities for professional growth and career advancement.

If you're ready to be part of a dynamic and supportive team, we’d love to hear from you. Join us at Barney Financial Services and build a long-term career with real opportunities for advancement.