Are you in the tech or ag industry and looking for a career change?
Are you in the financial industry and looking for new opportunity?
Founded in 1997 and located in Monterey, CA, Integris Wealth Management, LLC is a private, independent, fee-only, comprehensive financial planning and investment management firm that has grown more than 15% per year for the last 10 years. The firm’s professionals work as a cohesive team to serve the wealth management needs of organizations and high net-worth individuals and families. The firm’s focus is creating a warm and exceptional client experience, providing high caliber financial solutions, and always putting client interests ahead of all else. The firm’s Mission is: “Be the firm we would hire for ourselves.” Visit our website at Integriswealth.com for more information.
We’re looking for a highly positive and motivated professional with strong supervisory experience to provide leadership to our client operations support team that creates an exceptional service experience for our wealth management clients. You’ll also provide assistance with the day to day administrative functions of the firm.
You’re the right person if you have supervisory experience, strong problem solving abilities, and, are extremely detail oriented with highly developed organizational skills. Excellent communication skills are a must, as well as the ability to cultivate effective, collaborative relationships in a dedicated team culture.
DUTIES AND RESPONSIBILITIES
Minimum Job Requirements
DISCLAIMER: The preceding indicates the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required.
Do not contact this company in solicitation of any product or service.