Job Details

Description

Align Financial Solutions is a fee-only wealth management firm serving high-achieving women who want clarity, confidence, and long-term financial security.

We are growing thoughtfully and are looking for an Administrative Assistant and Client Service Associate to support clients and strengthen the client experience.

This is a part-time role (15-20 hours per week) with the opportunity to grow into a full-time position as the firm expands.

Responsibilities

What You'll Be Responsible For

Client Service & Communication:
• Calling clients to confirm meetings and assist with onboarding
• Joining rollover calls and helping guide clients through account transfers
• Responding to client service inquiries with clarity and warmth
• Preparing and sending follow-up emails and meeting recaps

Onboarding & Custodian Support:
• Preparing and processing Schwab paperwork
• Managing ACATs, rollovers, RMDs, and account maintenance
• Tracking transfers and following up to ensure completion
• Coordinating account opening and funding workflows

Administrative Support:
• Scheduling meetings
• Managing task follow-up
• Organizing documents within the client vault
• Updating client records and data entry in financial planning software

Qualifications

Who This Role Is For

You are:

• Warm and professional on the phone
• Calm under pressure
• Detail-oriented and precise
• Naturally service-driven
• Comfortable handling sensitive financial matters
• Organized without being rigid
• Looking to grow within a fee-only fiduciary firm

You enjoy creating order, following through, and helping clients feel reassured.

Preferred:
• 3-8+ years experience in financial services, RIA, or wealth management
• Experience with Schwab Advisor Center (or similar custodian)
• Familiarity with ACATs, rollovers, RMDs, account paperwork
• Strong written and verbal communication skills
• High attention to detail

Nice to Have:
• Experience with financial planning software (eMoney, RightCapital, Black Diamond, etc.)