Part-Time Client Service & Operations Assistant

George Wealth Management
  • Chattanooga, TN
  • $23 Per Hour
Today

Job Description

Job Description

Hybrid | Chattanooga, TN | $23/hour + Growth Bonus

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George Wealth Management is looking for a dependable, thoughtful, and resourceful person to join our team approximately 25 hours per week.

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This is not a sales position, and we are looking for more than someone who simply checks tasks off a list.

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We want someone who takes ownership of the outcome.

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You may be a great fit if you:

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  • Enjoy working with and helping people
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  • Take responsibility without needing to be micromanaged
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  • Follow open items through to completion
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  • Communicate warmly and professionally with clients
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  • Notice problems and help solve them
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  • Are organized, accurate, flexible, and comfortable with technology
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  • Take pride in getting the job completely finished
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The position includes client communication, scheduling, paperwork, CRM/workflow management, meeting preparation, account-service follow-up, and general operational support.

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Experience with Redtail, NetX360, Albridge, AdvicePay, MyRepChat, Microsoft Office, or financial services is a plus, but we are willing to train the right person.

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Compensation: $23/hour, approximately 25 hours per week, plus an opportunity to participate in a team growth bonus tied to growth in George Wealth Management's annual production, subject to performance and applicable requirements.

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The position offers a flexible hybrid schedule with time both remotely and in our downtown Chattanooga office, plus paid parking reimbursement.

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Most importantly, we're looking for someone who enjoys people and believes good client service means:

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Don't just complete the task. Own the result.

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Interested? Send your résumé and a short introduction to george.vieth@george-wealthmanagement.com.

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George F. Vieth

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Financial Advisor, Branch Manager

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8 Patten Parkway

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Chattanooga, TN 37402

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Tel: 423.267.6858 ex 700

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george.vieth@george-wealthmanagement.com

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https://george-wealthmanagement.com/

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Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Numbers & Facts

LocationChattanooga, TN

Skills

  • Customer Relationship Management (CRM)unmatched
  • Customer Service Operationsunmatched
  • Customer Support/Serviceunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Follow Throughunmatched
  • Investment Servicesunmatched
  • Microsoft Officeunmatched
  • Operational Supportunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Registered Investment Advisor (RIA)unmatched

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