Responsibilities
- Develop and maintain professional relationships with clients.
- Address account inquiries and escalate issues when necessary.
- Act as the main contact for communications between advisors and clients.
- Create financial plans and perform investment research.
- Execute trades and transactions with precision.
- Prepare meeting agendas, reports, forms, and documentation for client meetings.
- Update Salesforce notes and manage client follow-up tasks.
- Prepare and submit paperwork for new business.
- Coordinate transfers, rollovers, wires, and deposits.
- Maintain documentation within CRM and workflow systems.
- Process expense reports and draft client correspondence.
- Scan, organize, and maintain digital files.
- Assist advisors with office tasks and projects.
Benefits
- 401(k) with contribution
- Health, dental, and vision insurance
- Paid time off
- Bonus opportunity
- 10 paid holidays
Compensation
Not specified
Work Arrangement
On-site — Little Rock, AR
Team
Not specified
Who Succeeds in This Role
- Dependable, proactive, and service-minded
- Detail-oriented with strong accuracy
- Excellent communicator and team collaborator
- Organized and able to handle multiple tasks
- Motivated by helping clients achieve clarity and confidence
About Small Wealth Management
Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.
Other
- Schedule: Monday–Friday, 8am–5pm
- Work Location: Onsite
Not specified