Associate at Auxano Advisors, LLC

About Auxano Advisors:
Auxano is an independent wealth management firm, providing thoughtful financial advice to affluent families in the Pacific Northwest. The Auxano name is synonymous with achieving growth and increase. Hiring exceptional people of distinguished character and capability is essential to reaching this objective. If you are interested in becoming part of a dynamic wealth management firm committed to building lasting relationships, striving for excellence and cultivating a culture of intellectual curiosity, we would be delighted to hear from you.

Job Description:
This position reports directly to the Director of Client Services.

Responsibilities include:
• Serve as the point of first contact in client communications
• Act as the bridge between the client and Client Advisor
• Personalize the client’s service experience
• Serve as a liaison between departments to facilitate a seamless presentation of services
• Support the Client Advisor in meeting the client’s investment objectives
• Schedule and prepare for ongoing client meetings
• Ensure the firm keeps our commitments to our clients
• Prioritize and complete work in accordance with workflow in database
• Administrate account paperwork and written communication
• Track project deliverables and schedules accurately
• Develop and review customer relations policies and procedures
• Implement internal processes and methodologies to ensure smooth execution
• Create a variety of forms, letters, reports, and presentations
• Learn the financial custodial interface and function well within it

Job Qualifications:
Successful candidates will have a passion for administering an excellent client experience and overseeing the daily function of the office, including:

• Experience in the financial/investment industry preferred but not required
• Bachelor’s degree preferred
• Uncompromising integrity
• Excellent communication skills, both written and verbal, and confident interpersonal
skills with clients and with the team
• Displaying calm, courteous and kind behavior to all visitors
• Extensive knowledge of the MS Office 365 Suite, and desire to learn new programs and
systems. Experience using CRM programs or the ability to learn and adapt to new
technology
• Manage multiple tasks and projects efficiently while meeting deadlines
• Perform effectively under workload changes and competing demands
• A strong attention to detail and follow-through on tasks
• Identifying and analyzing problems, researching their context, discovering the most
effective solution
• Collaborative team player
• An ability to build, manage and maintain supportive relationships with third party
companies

Next Steps:
To apply for this position please respond to CAREEERS@AUXANOADVISORS.COM with your resume and cover letter. Only qualified applicants will be contacted.

*Applicants only. Recruiters, please do not contact this job poster

*Please do NOT contact us with unsolicited services or offers

Job type: Full-Time

Salary: DOE