Job description

JOB TITLE: Wealth Advisor Administrative Assistant - Finance

Founded in 1993 and headquartered in Valley View, Ohio, Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services, combine to form the Lineweaver Family of Companies. We specialize in providing comprehensive financial planning for High Net Worth private and corporate clients. Our company philosophy is that everyone needs an experienced Financial Quarterback, who can help coordinate all of a client’s financial, tax, legal, and insurance needs, and help them achieve comprehensive and holistic financial planning. We have six locations across Northeast Ohio, as well as clients in 23 states. With more than $800 million in assets under advisement, we have been ranked by Crain’s Cleveland in the top 20 Registered Investment Advisors in 2021 and 2022.

Position Overview

As a Wealth Advisor Assistant, you will help provide administrative support and appointment preparation to an advisor or team of advisors, including paperwork, preparing reports, and other administrative tasks as needed. The ideal candidate has strong attention to detail and client service skills.

Essential Day-to-Day Duties and Activities

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Assist with information and documentation requirements for new accounts, transfers, and more
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology

Required Skills

• Desire to take ownership and provide the best customer service in the industry
• Energetic self-starter with an extremely positive, can-do attitude
• Strong organization skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Pro-active with the ability to think ahead and act independently
• Must work well in a team environment, supporting others
• Must be able to prioritize and switch tasks as needed
• Comfortable with Microsoft suite of products: Excel, Word, Outlook, PowerPoint
• Experience with Docusign, Laserapps, or similar virtual document software

Experience and Education

• 3+ years in a similar role or as an administrative professional
• Knowledge and understanding of financial terms, strategies, and products

The Ideal Candidate Models the Following Personal Competencies:

• Character – Display high integrity and honesty
• Personal Capability – Demonstrate technical and professional expertise, solve problems, analyze issues, innovate, practice self-development
• Focus on Results – Establish stretch goals and take responsibility for outcomes
• Interpersonal Skills – Communicate effectively, build relationships and collaborate with internal stakeholders and external clients

Salary and Benefits:

• Salary: $40,000-$50,000/year, commensurate with experience
• 401(k) with safe harbor match after the first year
• Profit-sharing after the first year
• Medical, dental, and vision
• Friday afternoons off
• 2 weeks paid vacation first year, 3 in second year
• Professional development assistance
• Paid holidays
• Opportunities for development and advancement

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Experience:

• Administrative Assistant: 3 years (Required)

Work Location: Hybrid remote in Valley View, OH 44125

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