Job Description

  • Work directly with Relationship Managers to develop client relationships, complete requested transactions, build efficiency within existing operations, and provide top tier customer service.
  • Perform various support duties such as: answering phones, copying documents, recording minutes, maintaining files and inventories, etc.
  • Prepare and gather essential paperwork for meetings, and compose discretionary and termination memos.
  • Enthusiastically demonstrate a willingness to assist the client, team, and outside vendors.
  • Research issues and concerns, thinking outside the box to solve problems, following up promptly with actionable solutions.
  • Ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.
  • Assist in the preparation of departmental reports by gathering, organizing, and summarizing information from a variety of sources.
  • Consciously listen for situations in the clients’ lives that may indicate a need for additional services.
  • Actively implement new ideas and internal processes to promote efficiency and company improvement.

**Please submit a resume and cover letter with the employment application.


  • High school diploma or equivalent, and at least 3 years of experience from which comparable knowledge and skills can be acquired is necessary. Knowledge of estate planning and investment terms are helpful.
  • Proficient use of Microsoft Office applications: Outlook, Excel, Word, Teams, Access, as well as CRM and Zoom.
  • Effective verbal and written communication skills. Should be able to adapt communication style to suit different audiences.
  • Multi-task in a fast-paced environment, handling a large volume of calls, emails, faxes, and paperwork while ensuring accuracy and successful implementation.
  • Ability to read, interpret, and adhere to operating instructions and policy and procedure manuals.
  • Self-starter able to work both independently and within a team, with excellent judgment, creativity, and attention to detail.
  • Action orientated. Should be able to follow up on feedback to ensure positive outcomes.
  • Maintain confidentiality of sensitive information.

Position Type

Full Time – Regular


Columbia Office

Work Hours

Monday through Friday, 8:00 a.m. to 5:00 p.m.

Standard Hours


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