Account Services Specialist - Apella Wealth

Apella Capital (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an account service associate who has a passion for helping clients in our Reston, VA office.

Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, GA, CA, PA, OR, VA and WA. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.

We are looking for a self-starting problem solver, with a desire to provide an exceptional client experience, who can think critically and wants to be part of our team.

Responsibilities:

Provide administrative support to Client Relationship Specialists, Advisors & Planners

Process account forms and maintain related files

Communicate with custodians (i.e. Charles Schwab, Fidelity, Axos, etc)

Track requests to completion

Cashiering

Assist with marketing projects as needed

Assist/own Operations projects as needed

Respond to Client requests for service

Perform other duties as needed

Requirements:

Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Internet, CRM Software

Ability to learn & adapt quickly to multiple technology platforms

Excellent written & oral communication skills; strong listening skills; professional, positive demeanor

Strong organizational & prioritization skills

Ability to muti-task, manage time efficiently in a fast-paced environment

Ability to work independently or part of a team

Associates Degree OR Related/Industry Experience