That’s the high-level description, but you probably want to hear more about the details:
How to Succeed:
Successful CSAs at Abacus…
- Process new client account paperwork quickly and with as little disruption to the client and advisors as possible
- Communicate with clients and prospects clearly using proper written and spoken language
- Track all open requests closely, never missing a due date
- Build close relationships with clients by making them feel cared for
- Communicate as often as necessary with clients who have an outstanding request
- Keep client files organized and updated
- Own the responsibility of keeping our Salesforce.com CRM updated and current. Every activity and event is logged into the CRM
- Be the intermediary between clients, advisors, and our custodian, making sure the custodian does their job for the client
- Are willing to help on special projects, like Excel analysis and research
- Support the rest of the Abacus CSAs by filling in for them when they’re sick or on vacation, when they are unseasonably busy, or when they’re sad
How to Excel:
You want to be the best CSA we have ever had? Here’s how:
- You’re an excellent communicator, both on the phone, in person, and in writing. This is critical
- You are willing to study and pass the Series 65 exam and obtain the Registered Paraplanner certification. This requires a decent amount of financial acumen, so if numbers scare you, you may be looking at the wrong opportunity
- You are obsessive about organization and task management. You probably alphabetize your spice rack
- You sincerely love dealing with people. This is not a job for a wallflower
- You make stuff happen. In fact, you’re probably already thinking of a creative way to set yourself apart and get this job
- People always ask you to help because when you say you’re going to do something, you do it. Every time. Without fail
Nice to haves:
You should have some level of business education, but a college degree is not required. We would love to see you have, or be willing to get, your Paraplanner certification and pass the Series 65 exam. We find previous financial industry or especially investment advisory firm experience highly desirable.
We offer a competitive salary, depending on experience with generous benefits!
- You understand the wealth management/financial planning/investment management industry, or you come from a similar industry. (e.g. CPA, estate planning, insurance).
- You're working toward, or are willing to work towards achieving the CFP, CFA or CPA-PFS certification.
- You're literate in investments, insurance, tax and/or financial planning. (You must pass the series 65 exam or equivalent prior to employment).
- You've routinely brought in $100,000 in new annual revenue in the wealth management, or a related professional service based business.
- You can accept variable compensation based on your success.
Second, we have to like you. When we talk about the Abacus family, we're not speaking false platitudes. We only want to work with people that we like, trust and want to spend time with. We want people who bring enthusiasm, not just to themselves and their clients, but to their team and the firm at large. The process to become an Abacus advisor is not quick, and it involves more than one or two interviews. Be creative, impress us with your communications and don't expect a typical resume to carry you very far.
As part of the job, you will:
- Keep the office organized and in ship-shape condition. You’ll wipe down the coffee bar counters, clear the conference room of dishes after client meetings, keep the snack bar stocked and orderly, make sure the bookshelf looks orderly, empty the dishwasher, etc. You’ll also harass any staff member that keeps their desks or office messy.
- Scan paper documents. We are doing our best to be as paperless as possible, but the world isn’t cooperating. We have a lot of old paper files that need scanning and more comes in every day.
- Distribute mail and handle outgoing mail.
- Be the office Barista. We have a fancy espresso machine that needs a skilled hand to make our clients feel like they just walked into a fancy third wave coffee bar.
- Run errands, go grab lunch for the office, pick something up from the Apple store, etc.
- You’re an excellent communicator on the phone, in person, and in writing. This is the most important attribute you possess.
- You sincerely love dealing with people. This is not a job for a wallflower.
- People always ask you to help because when you say you’re going to do something, you do it. Every time. Without fail.
- You don’t make mistakes. Really.
- You’re OK working part-time for $10 per hour. This is a great job for a college student or someone who needs to pick up their kids at 3pm from school.
- You like Coffee, want to learn to make a super good cappuccino (or already do)
That’s the job, but who are you?
Hours and Pay:
Hours are approximately 10am to 3pm. We can be somewhat flexible in start and end times, but we need someone in the office around those hours when our client meetings are most likely being held. We're open to you working more hours but it isn't necessary.
We pay $10 per hour If you are someone interested in financial planning as a career, we’re happy to have you apply for a full-time position when they open up. But there’s not a built-in career path from this position. We understand that it’s unlikely that someone will stay in this position for the long term.