Careers

Client Service Administrator

Invested in Growth. Never lacking in opportunity or development.

Interested in the Position?

Apply

Our Interview Process

Duties & Responsibilities

The Client Service Administrator is an integral member of the client service team and works in support of client financial and investment advisors. Superior client service is a guiding principal; common responsibilities include:

  • Produce Custodial Account Paperwork: Along with coordinating it through completion on behalf of the client.
  • Problem-Solve: Troubleshoot and research problems related to position functions.
  • Manage Client Information: Regularly updating data in the client relationship management system, as well as producing and distributing recurring information to clients.
  • Provide Welcoming First Impressions: Includes greeting guests and answering incoming phone calls.

Qualifications

Education

  • Bachelor’s Degree
  • Financial Paraplanner Qualified Professional

Skills

  • Proficiency in Common Office Technologies
  • Multi-Task Abilities
  • Strong Written Communication Skills

Demeanor

  • High Emotional Quotient (EQ)
  • Friendly, Upbeat, Inviting
  • Detail Oriented

Benefits

We invest in self-care and the well-being of our team.

We’re committed to fully developing our team’s skills, expertise, and wisdom.

We openly express thankfulness to our team in a myriad of ways.

Paid Time Off (PTO)

  • 15 Days PTO
  • 13 Paid Holidays
  • Paid Parental & Grandparent Leave
  • Paid Sabbatical Every 5 Years

Health Insurance

  • Employee & Dependent Health Care Premiums
  • Flexible Spending Account (FSA) or Health Savings Account (HSA) Credits
  • Long-Term Disability

Paid Continuing Education

  • Certification & Tuition Assistance
  • Paid Certified Financial Planner (CFP) Certification

Development Strategy

  • Self-Determined Milestones
  • Ambassador, Supervisor, & Shareholder Mentorship

Paid Time Off (PTO)

  • 401k with Employer Contribution
  • Profit Sharing

About Abacus

Abacus Planning Group is a fee-only comprehensive financial planning and investment counsel firm. We serve approximately 270 families with a team of multi-disciplinary experts who work collaboratively to serve our clients and our vision. Abacus is passionate about helping each client make smart financial decisions and is dedicated to providing peace of mind for our clients through skillful listening. Abacus is committed to its own financial integrity and creating a consistent profit margin for each client.