- Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
- Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships – Supportive and authentic with mutual respect for colleagues
- Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
- Is extremely organized with excellent attention to detail.
- Is capable of prioritizing and managing multiple tasks concurrently.
- Thrives in an environment focused on creative problem solving.
- Is an engaging and charismatic communicator.
- Has a passion for excellent service.
- Is a self-starter.
Job responsibilities include but are not limited to:
- Oversee conference room calendars.
- Screen & direct all inbound phone calls and take messages as needed; greet and accommodate guests.
- Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team.
- Scan, file, and document organization of all incoming documents including daily mail.
- Follow processes & procedures related to client data gathering and document creation, assisting the client service team.
- Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.
- Administer and prepare all out-bound mailings.
- Complete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information.
- Initiate workflow processes and ensuring that checklists are generated and completed for meetings. This includes start-ups, annual reviews, initial meetings, termination, etc.
- Maintain polite and professional communication via phone, email, and mail.
- Assist Chief Compliance Officer with all compliance-related testing.
- Assist with planning and coordination of client events.
- Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
- Consistently maintain a high standard of customer service.
- Preserve client confidentiality.
Qualifications for this position:
- High school diploma or GED equivalent required.
- Minimum of 3+ years of experience in a registered investment advisory firm or financial services field preferred.
- Proficiency with Word, Excel, and Outlook.
- Excellent written and verbal communication skills.
- Highly professional team player, able to work well with all levels of the firm, as well as with clients.
- Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
- Personable, warm, engaging; Client first attitude; Supports a team environment.
- Strong sense of professionalism and discretion required.
- Occasional travel may be required
- Competitive salary commensurate with experience
- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.
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What We Do
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind.
Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.
Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.
