Account Services Associate

ABOUT APELLAApella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.You could be just the right applicant for this job Read all associated information and make sure to apply.Founded in 2014, we are growing rapidly with approximately $12B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.We compete for talent.We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.THE ROLEAs an Apella Account Services Associate (ASA), you will serve in a key support role for advisory teams working daily in close collaboration with Client Relationship Specialists (CRSs), Financial Planning Associates (FPAs), and Apella Advisors who will be serving high net worth (HNW) and ultra-high net worth (UHNW) clients. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs providing administrative and operational support to assigned Apella Advisors.This is a rare opportunity to step into a well-supported, high-trust, administrative role within a national, fee-only RIA. You will receive the opportunity to support seasoned Apella Advisors and provide increasing leverage to their activities as you learn the financial advisory business from the inside and earn opportunities to work on challenging client management issues.You will be joining a team obsessed with client service – where good enough never is. You will be expected to identify and take charge of opportunities to improve team operations and efficiency from Day 1. This will be a challenging administrative support role that can lead to significant opportunity and career growth within the firm. The right candidate for the ASA position will execute brilliantly, improve constantly, and have a relentless passion for identifying ways to raise the bar for themselves, their teammates, and the firm.Where you will work: This role is based in our Bellevue, WA office. We believe our best work happens through in-person collaboration, partnership, mentorship and relationship building with flexibility for remote work as needed at the discretion of team leadership.What you will be responsible for:Providing daily administrative support to CRSs, FPAs, and Apella AdvisorsOffice management including ordering supplies, incoming mail, and delivery receiptsPreparations for onsite client visits and ensuring a "white glove" experienceCompleting and processing account forms with accuracy within the deliverable timeframeScanning documents and logging receipt for compliance purposesAssisting with Advisor expense filing and reimbursementsProcessing cashiering requests with accuracy and within the service level timeframeMonitoring Salesforce cases dailyMonitoring custodian alerts dailyResponding to client service requests as neededAssisting with marketing & operations department projects on an as needed basisPerform other duties as required by senior team membersWhat qualifications we're looking for:A four-year degree in business, finance, economics or similarly relevant field preferred (not required)1-3 years of administrative experience working in financial services, engineering or technical fieldsHigh initiative personality and superb judgment under pressureAbility to navigate competing priorities while maintaining composure and focusExceptional critical thinking abilities and attention to detailExcellent written and oral communication skills; strong listening skills; professional demeanorStrong organizational, prioritization and project management skillsAbility to multi-task and manage time effectively in a fast-paced environmentAbility xhyhwjd to work independently and as part of a teamProficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM softwareEager to learn and able to adapt quickly to multiple technology platforms and rapid changeWHAT WE OFFERA base salary range of $55K-$65K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and client service professionals on a daily basis.A comprehensive benefits package including:Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needsHealth Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution401(k) retirement plan with company match to help you achieve your financial goalsGenerous paid time off (PTO) policy to ensure you have time to rest and recharge when neededEmployer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options16-week fully paid Parental Leave programs and adoption assistance support to help you start a familyContinuing education and certification fee reimbursement for professional developmentDiscount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and moreMost importantly: The chance to help shape the future of a growing regional team and firm