Summary

Job Description

Position Roles/Responsibilities/Accountabilities

• Direct incoming phone calls, answer basic client questions, and schedule meetings
• Greet clients in the front office
• Send investment updates and other client communications
• Run weekly reports
• Maintain office, supplies, and breakroom
• Keep client relationship management system (Redtail) updated
• Plan and carry out team events
• Other responsibilities as assigned

Position Qualifications

• Excellent interpersonal skills
• Strong attention to detail and organization skills
• Ability to handle multiple tasks and maintain high quality work while experiencing frequent interruptions
• Strong computer aptitude and knowledge of business tools (e.g., Docusign, Microsoft Word, Excel) or ability to learn
• Ability to maintain integrity of sensitive/confidential information

As part of Crossroads Financial Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.