Corporate Financial Services Coordinator
7 days ago
We are currently seeking a highly motivated and detail-oriented individual to fill the role of Corporate Financial Services Coordinator at Willis Johnson & Associates, a fast-growing wealth management firm specializing in corporate executives and professionals.
As a Corporate Financial Services Coordinator, you will play a crucial part in supporting our Wealth Managers on financial strategies, plans, and projects. Under close supervision, you will have the opportunity to lead select client cases and develop your skills in maintaining client relationships as the first point of contact for clients.
About Us
Willis Johnson & Associates is a dynamic and award-winning firm that offers a unique blend of expertise, passion, and commitment to excellence. We help our clients optimize every aspect of their personal finances, from compensation and benefit strategy to tax mitigation, retirement planning, and investments. Our in-house CPA team provides tax preparation services to our clients who need it, and we pride ourselves on putting our clients' needs first - no product sales, no commissions, just straight fee-only financial planning and asset management.
What We Offer
Our ideal candidate will have a Bachelor's degree in Finance, Business, Accounting, or Financial Planning and 1-3 years of experience in a similar industry. They should be currently pursuing either a CFP, CFA, or CPA designation and possess strong technical and interpersonal skills. The ability to take on creative challenges and manage workload under tight deadlines is essential. Experience with eMoney, Redtail CRM, and Orion software systems is preferred.
As a valued member of our team, you can expect a competitive salary range of $80,000-$120,000, quarterly bonuses based on company and personal performance, and opportunities for advancement and professional growth. You will also enjoy a comprehensive benefits package, including medical, dental, vision, disability/life insurance, 401(k), and paid time off.
Key Responsibilities
- Support Wealth Managers on financial strategies, plans, and projects
- Develop client relationships as the first point of contact for clients
- Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, and quarterbacking tasks to completion
- Attend client meetings, take detailed notes, prepare follow-up emails, debrief, and assign actions to staff
- Perform basic investment research and research client company benefits
- Attend weekly Wealth Management meetings and bi-monthly Investment meetings
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