Client Service Associate

We are seeking a Client Service Associate to take responsibility for client support as well as some compliance and accounting functions in an expanding, boutique financial planning firm. This is a part-time position of at least 20 hours a week with the potential for up to 35 hours a week. The position is based out of our Newton, MA office. The role reports to the Director of Operations. We are looking for a candidate that has a good client-facing demeanor, knowledge of investments/financial planning, strong organizational skills, attention to detail, and an upbeat, energetic, "can do" approach. Responsibilities would include, but are not limited to Ongoing interaction with Plum Street's clients Preparing and submitting client paperwork to the custodian for onboarding and account maintenance Formatting client presentations Ongoing compliance reports and analyses, following our compliance calendar Working with our bookkeeper and handling accounting tasks Qualifications: College graduate Experience in the financial services sector Advanced skills using Microsoft Office (Word, Excel, PowerPoint) Knowledge of Salesforce database program a plus Ability to work in a less-structured, more flexible small company environment where everyone pitches in and enjoys being a part of the team About Us Plum Street Advisors was founded in 2016 and currently has 6 Financial Advisors and 2 Client Service Associates. The Client Service team is located at our office in Newton, MA. The firm also has advisors in New Orleans, LA; Atlanta, GA; and Pittsburgh, PA. We are a rapidly growing, fee-only, values-based financial planning and investment firm. Our website can be found at: Our Clients We work with individual investors, non-profits, endowments, and foundations. At Plum Street Advisors, we seek to build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm. #J-18808-Ljbffr Plum Street Advisors, LLC