Do you thrive helping others? A & I Financial Services is expanding our client care team!
We are looking for a team member to welcome clients to our firm, answer phones, and provide administrative support for our office. In addition, this position will help us coordinate a range of client events. This is a perfect position for someone who loves to help others and look for ways to "wow" them with kindness, thoughtfulness, and proactive customer service.
The ideal candidate will bring to our team a client service mindset, interest in the financial services industry, and a passion for “doing for others.” Ideal candidates will have a college degree, and at least two years of professional work experience in an office setting. Excellent written skills, computer proficiency (including Microsoft Word and Excel) and attention to detail are required.
A & I Financial Services is a family-owned wealth management firm located in Englewood, Colorado. We offer supportive training, leadership, and opportunities for advancement.
To apply, send a cover letter and resume to email@example.com
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A&I Financial Services LLC, registered investment advisor.