Client Associate (Wealth Management) at Sanctuary Wealth Group LLC

Beaverton, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Sep, 26

Salary

82000.0

Posted On

11 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Professional Communication, Microsoft Outlook, Microsoft Excel, Organizational Skills, Attention To Detail, Retirement Plan Administration, Account Maintenance, Client Relationship Management, Office Operations, Financial Documentation, Data Tracking

Industry

Financial Services

Description

Description Position: Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors Compensation: $65,000-$82,000 (Commensurate with Experience) + Comprehensive Benefits Join Our Team at NBC Capital Advisors About the Role - We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit team. This position plays a key role in supporting daily office operations, retirement plan administration, and delivering exceptional service to our clients. NBC Capital Advisors is an independent wealth management firm based in Beaverton, Oregon, dedicated to helping individuals, families, business owners, and retirement plan participants navigate their financial lives with confidence. As fiduciaries, we are committed to putting our clients first and delivering personalized financial guidance, investment management, retirement planning, and wealth management solutions. With nearly $1 billion in assets under management, we have built our reputation on trust, exceptional service, and long-term client relationships. As our firm continues to grow, we are seeking an Administrative Assistant who will play a vital role in supporting both our clients and our internal operations. Your Role & Responsibilities Client Service & Administrative Support · Answer incoming phone calls and assist clients in a professional, friendly, and timely manner · Serve as a first point of contact for client questions and requests · Manage general office communication through Outlook, including calendars and email correspondence · Maintain organized records, files, and client documentation · Support advisors and team members with various administrative and operational needs Retirement Plan & Client Operations Support · Assist clients with 401(k) enrollment processes and retirement plan-related questions · Support retirement plan administration and participant service requests · Process account paperwork, client forms, and operational requests · Assist with money movement requests, check deposits, rollovers, and account maintenance activities · Coordinate with custodians and third-party providers as needed Office Operations · Process incoming and outgoing mail · Become proficient in multiple internal and external software platforms · Utilize Microsoft Excel for tracking, reporting, and administrative functions · Organize and coordinate team meetings · Assist with special projects and firm initiatives as needed Team Support & Continuous Improvement · Work closely with all members of the firm to support business operations · Proactively identify tasks and opportunities to help during slower periods · Contribute ideas for improving client service, efficiency, and firm operations · Take ownership of responsibilities and seek opportunities to learn and grow Requirements What We’re Looking For Required Qualifications · Strong customer service mindset and professional communication skills · Comfortable speaking with clients by phone and handling sensitive information with discretion · Intermediate to advanced proficiency in Microsoft Outlook and Excel · Strong organizational skills and attention to detail · Ability to learn new systems and technology platforms quickly · Self-motivated with the ability to work independently · Positive attitude and willingness to help wherever needed Preferred Qualifications · Previous office, administrative, client service, or operations experience · Experience in financial services, banking, retirement plans, or wealth management environments · Familiarity with Schwab, Fidelity, CRM systems, or retirement plan administration · Experience working in a professional office setting About Our Team - At NBC Capital Advisors, you'll join a highly established team that manages nearly $1 billion in client assets while maintaining the culture and collaboration of a small business. Our team believes in working hard, supporting one another, and providing exceptional client experience. Because we are a smaller organization, every team member has a meaningful impact on our success. We value professionalism, accountability, initiative, and a willingness to jump in wherever needed. We pride ourselves on maintaining a positive, supportive environment where people genuinely enjoy working together. Why Join NBC Capital Advisors? · Join a respected and growing independent wealth management firm managing nearly $1 billion in assets · Become part of a close-knit team where your contributions are valued and recognized · Gain exposure to financial planning, wealth management, retirement plans, and client operations · Work directly with experienced advisors and industry professionals · Opportunity for long-term growth and career development · Competitive compensation based on experience · Generous 401(k) benefits · Medical and dental coverage · Stable, supportive, team-oriented work environment · Meaningful work helping clients achieve their financial goals The Ideal Candidate We're looking for someone who takes pride in providing excellent service, enjoys being part of a team, and wants to grow into a long-term role within our firm. The ideal candidate is dependable, adaptable, curious, and eager to learn. Because we are a close-knit team of five, personality matters. We value individuals who bring positive energy, professionalism, strong communication skills, and a collaborative mindset. Most importantly, we're looking for someone who genuinely enjoys helping others and takes ownership of their work.

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Responsibilities

Provide high-level administrative and operational support to a wealth management team, including managing client communications and office documentation. Assist with retirement plan administration, 401(k) enrollments, and account maintenance activities.