Wealth Management Client Services Assistant

Are you ready for your next adventure? Darden Wealth Group is hiring! We are a two time dBusiness Company Culture Finalist.

The Opportunity

Darden Wealth Group (DWG) is seeking an Client Services Assistant to become highly proficient in the day-to-day workings of our business. The ideal candidate for the role will have at 7 to 10 years of experience in the wealth management, banking, or a finance related industry in an operations role. Experience with Wealthscape and Black Diamond will be viewed favorably.

Position Summary

This is a detail oriented administrative position that supports a wealth management team by providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff. The position requires significant attention to detail, the ability to prioritize multiple tasks and a client-centric approach. We aim to work hard but have fun while doing so all in an effort to provide a superior experience for our clients.

Essential Duties and Responsibilities

● Ensure the timely completion of assigned tasks related to client records

● Direct client contact via email or phone

● Coordinate oral and written communications and client related documents

● Prepare quarterly client portfolio reports

● Verify the accuracy of the information contained in client reports

● Prepare account applications and general account maintenance

● Assist in the portfolio rebalancing process

● Complete special projects as assigned

Darden Wealth Group is located in Ann Arbor, MI. We are entertaining candidates who are local or able to relocate as the ideal person for this position would work out of our office.

Salary and Benefits

We offer a competitive compensation package commensurate with experience. The annual salary range is $65,000 to $75,000 plus bonus potential.

Benefits include PTO and Simple IRA w/ matching contribution

Please submit cover letter along with your resume. Your resume will not be accepted without a cover letter which states why you would be a good fit for this position.

About The Firm

Darden Wealth Group focuses on Empowering Confidence and making “Someday”, today. We specialize in working with the unique needs of business owners, professors, and women in connecting clients and communities to the resources they need to be successful. From succession planning to estate planning, we’ve got you covered. We have a CFA, RFC, AAMS and more on staff. Going beyond investment strategies, we also consult with national and local attorneys, accountants, insurance agents, and other specialists to get clients the best possible solution for their unique needs. We are focused on changing the industry to do what is best for clients, not what is good enough.

Job Type: Full-time

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Ann Arbor, MI 48103: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial Services: 10 years (Required)

Work Location: In person

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