Current Job Openings

We’re committed to helping people get to the life they want.

If this sounds like the place for you, join our team!

You will perform a variety of administrative tasks and support the team through:
  • Following up on client deliverables, opening investment accounts, and sending packages
  • Proper documentation and organization of client files
  • Managing office supply inventory
  • Accurate recording of revenues and expenses
  • Supporting ad hoc projects and initiatives as determined by the team

  • Excellent organizational and time management skills
  • Knowledge in MS Office and Google Suite
  • Trustworthy
  • People and service-oriented
  • Discretion and confidentiality

Email your resume and cover letter to: