Office & Client Service Assistant

Primetime Wealth Management is a fiduciary financial planning firm in Pittsford. We're small, personal, and focused on taking great care of our clients. We're looking for a personable, reliable, computer-savvy person to be the first voice clients hear and the first face they see when they come by. This is a great fit for a recent college graduate or a support-minded person who wants hands-on exposure to the wealth management business.

What you'll do

• Answer and route calls, take messages, and schedule client appointments.

• Welcome clients who stop in to drop off documents, and make the office feel open and welcoming.

• Keep client plans in eMoney Pro current: update account connections, re-link accounts across our Schwab master accounts, and keep information accurate.

• Sort accounts by type, such as IRA, Roth IRA, 401(k), and taxable, and flag what's qualified and what isn't.

• Help prepare client plans, paperwork, and meeting materials.

• Handle general office work: filing, scanning, mail, supplies, errands, and keeping things running smoothly.

What we're looking for

• Someone personable, dependable, and quick to learn. A college degree is welcome but not required.

• A friendly, professional phone and in-person manner.

• Strong attention to detail and comfort handling confidential client information.

• Good with computers and new software. eMoney, Schwab, or CRM experience (we use Wealthbox) is a plus, but we'll train the right person.

• Experience in an insurance office or customer service role is a plus. This is a client service and support role, not a sales position.

• Basic knowledge of retirement account types is helpful, but not required.

Requirements

• Strong computer skills.

• A background check is required.

• A valid driver's license, a clean driving record, and reliable transportation are required. There's no public transportation to our office, and the role may involve driving.

The details

• Full-time, Monday through Friday. Posted hours are 8:30 AM to 5:00 PM, with a required 30-minute unpaid meal break under New York State law.

• In person at our Pittsford office.

• Pay: $20.00–$28.00 per hour, depending on experience.

If you enjoy helping people, want to learn how a financial firm works, and like keeping things organized, we'd love to hear from you.

Pay: $20.00 - $28.00 per hour

Expected hours: 40.0 per week

People with a criminal record are encouraged to apply

Work Location: In person