Relationship Manager

Relationship ManagerOur client is an independent wealth advisory firm based in Anchorage, dedicated to helping clients manage wealth, plan for retirement, and preserve their assets. As an independent firm, their loyalty belongs exclusively to their clients — not a parent company. They pride themselves on building long-term, meaningful relationships through consistent advice and clear, easy-to-understand financial planning and asset management guidance.What You'll DoAs the Relationship Manager — our client's "Director of First Impressions" — you'll be the first friendly face clients see and the first voice they hear on the phone. Responsibilities include:Checking, sorting, responding to, and sending emailsScheduling appointmentsAnswering and directing phone callsKeeping the office clean, neat, and orderlyAssisting with preparing forms and stocking office suppliesSupporting other office tasks as neededThis is a great entry point into the financial planning industry, with genuine room for growth — most current employees have worked their way up within the company, and the firm actively encourages and supports continuing education.QualificationsStrong communication skills and great attention to detailFriendly, professional demeanor and the ability to make a great first impressionTrustworthy and dependableAble to learn, adapt, and work well as part of a teamLittle to no experience required — any relevant experience is a plusAdditional DetailsSchedule: Approximately 40 hours/week, Monday–Friday, 8:30am–4:30pmLocation: Anchorage, conveniently located near the University DistrictClosed on stock market holidaysBenefits OverviewAfter one year: 401(k) with profit shareQSEHRA for medical: up to $6,450/year for single coverage, up to $13,800/year for family coverageAfter 90 days: one Friday off per monthPaid holidaysWeekly office-covered lunch every WednesdayAdditional incentives and paid time offTo apply, please submit your resume through PeopleAK.