Our Story
With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company's distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation.
Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs.
This is an in-office Monday - Friday position in our Newport Beach office.
What You'll Do
We are looking for a creative, well-organized, self-motivated individual who has professional communication skills to provide support in client services and general administration. You will report to the Managing Director/Partner. You need to be service-oriented, coachable team players who are flexible and adaptable, and willing to assist with and learn about different roles in the company.
Provide customer service to clients and manage the administration of client financial accounts including financial transactions.
Prioritize and organize workflows, and corroborate in all facets of operations
Prepare important documents and PowerPoint-based presentations for client meetings
Help set up new investment accounts - drafting emails, preparing customer welcome materials, account distributions, and other onboarding tasks
Respond to questions regarding accounts and procedures
Offer administrative and office management support to the team
Coordinate current client and prospective client communications
Help with data collection, data input, and presentations for financial planning
Maintain client files within the Salesforce CRM system
Assist with minor marketing-related functions
Manage daily administrative tasks related to client communication and marketing efforts
Contribute to collaborative efforts and organize promotional events in Hawaii only
What You'll Bring
BA/BS degree in finance or related field preferred
Series 7, 66, 63/65, CA Insurance License not required but preferred
3+ years of experience in Financial Services (Including internships involving customer service or financial analysis)
Experience using MS Office applications, such as Word, Excel, and PowerPoint
Detail-oriented with the ability to prioritize and organize workflow
Ability to work in a fast-paced, high-intensity work environment
Self-starter and able to work independently
Superior interpersonal, organizational, and client service skills
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
What We Offer
Annual base salary $65,000 - $85,000 plus bonus based on qualifications and experience
401k/Profit Sharing Plan
Health, Dental, Vision and Life Insurance
Paid holidays
Vacation and PTO days