Future Members of the Family

So, you’re considering joining the family? That’s awesome news! Nothing gets everyone in the office more excited than someone new joining us.

It’s a big deal for you to join a new company and it’s a big deal for us to add someone to the team. The people you work with often become some of your closest friends, so you can’t be too careful when choosing who you want to spend such a large amount of time with. Always be selective when looking for a new workplace. We’re picky too!

We’re a small group, so we all end up wearing many different hats throughout the week, and that’s the way we like it. It allows each of us to use our unique sense of creativity throughout many different areas of the company. If everyone stayed nestled in their own corners, we’d never change. We need that constant interchange of ideas to keep making us better and better.

When we expand, the number one thing we look for is someone we want to spend our time with. Are they good people? Kind? Hard-working? Creative? We obviously want smarts too, though if someone doesn’t have all the technical skills on day one, that’s all right. It’s a lot easier to teach software than to teach kindness. These are the types of things we’re going to be looking for in new members of the family, and I’d be surprised if these aren’t what you’re looking for in your coworkers as well.

About Us

Who is this little company you’re considering joining? We do investments and financial planning, and we’ve been doing this for quite some time. We were founded back in 1974 and have grown to manage over $700 million for over 1,600 clients all around the country, though concentrated here in the CSRA. We currently have 15 people on the team (16 if we count you!). We’re growing fast and don't plan on slowing down!

Open Position

The role we’re looking to add right now is a Client Service Representative position.

Like we mentioned before, we wear many different hats so the day-to-day work will certainly vary, but the core of this role is ownership of everything leading up to client and prospect meetings.

• Helping Clients – You’ll be one of the go-to people for clients when they call or email our office with a question. What clients need will vary widely, but it will frequently be related to moving money to or from their investments. There are a lot of details that go into each situation, but what’s most important is that they’re glad to have spoken with you, knowing you’ll resolve whatever they needed.

• New Accounts – We’re adding new clients and accounts all the time, and for a portion of those, you’ll be coordinating everything it takes to get those up and running. This involves working with the client to get all the information we need and getting everything signed, and then following that through with our custodian TD Ameritrade to make sure it’s all done right.

• TD Ameritrade – All of our client accounts are held at TD Ameritrade where we manage them on our clients’ behalf, so you’ll be working with the folks there (our rep Jessie is the best!) on a daily basis. Some items we’re just following up on to ensure everything was done correctly, and some we’re working directly with TD to make things happen.

• Additional Roles – As we mentioned, we’re a small group with a lot going on. Everyone here picks up all sorts of random tasks as we spot the need, so you’re sure to find some of those too.  If there are some other types of work you show promise in and find interesting, there will likely be an opportunity for you to help there in the future too!

Benefits

So now you’ve read what the position entails and you know you’re the perfect fit. What’s in it for you? Here are a few of the benefits this position has to offer:

• Combined salary and bonus of $55,000 or more

• Paid holiday, vacation, and sick days

• Health, vision, and dental insurance

• Retirement plan with company matching

• Hours from 8:30 a.m. - 5:00 p.m., M-F

• 1-hour lunch breaks

• Convenient location just off of I-20

How to Apply

You can do that right here! We've got just a few questions to help us get to know you. Then, you'll upload your resume and any other files you'd like for us to see right below that.