We’re growing our team!
Gen Y Planning is a fee-only virtual RIA serving clients in their 30s-40s across the country. We are seeking a self-driven individual to serve in a part-time role as a Client Service Associate for 10-20 hours of virtual work per week. Busy times of year include September-November and February-April.
This is a 1099 contract position and the compensation is $18-$25/hr based on experience. The start date is August 19, 2024. This position will have an initial 90-day probationary period, at which time we will discuss continued employment and compensation.
The ideal candidate for this job is resourceful, an exceptional communicator and extremely detail oriented. Must have strong writing skills, the ability to take notes quickly and accurately during client meetings, and completion of workload in a timely manner is key to success in this position.
You will be working alongside the firm owner, Sophia Bera Daigle, CFP® and Associate Planner, Nia Gillett, CFP®.
Responsibilities include:
- Communication with existing clients to schedule their check-in meetings with their financial planner by sending a scheduling link.
- Review prospective client applications and communicate scheduling if qualifications are met.
- Request updates to financial data from clients prior to their scheduled check-in meetings.
- Review client’s updates and transpose the data into internal software and templates prior to the client’s scheduled meeting with their planner.
- Follow up with client’s on action items after their check-in meetings.
- Assist with reviewing client’s company benefits during open enrollment periods.
- Work on additional firm projects on an as needed basis on financial interest topics.
- Ability to meet via Zoom video conference for a minimum of 4 hr per week with CFPs® on Monday mornings and Thursday afternoons.
Qualifications include:
- Bachelor’s Degree preferred but not required
- AFC designation is a huge plus!
- Experience in client service role or internships
- Exceptional written and verbal communication skills
- Superior organization skills and dedication to completing projects in a timely manner
- Have access to a computer with video and reliable internet service.
Please submit your resume along with a detailed cover letter to include:
- What interests you about this position?
- What skill sets and experiences do you have that would bring value to this position?
- How do you prioritize and track your task list?
- Do you have any experience using Trello or ToDoIst?
Please email these documents to Nia@genyplanning.com by June 30th with the subject line “GYP CSA Applicant – (your first and last name).” We may remove the job listing sooner based on the number of applications received.