Member Services Associate

We are seeking a proactive, detail-oriented Member Services Associate & Executive Assistant to join our team. In this dual role, you will support both our Members and our leadership team by delivering exceptional member service and providing high-level administrative assistance to ensure a seamless experience.

• Serve as a primary point of contact for member inquiries, assisting with onboarding, account changes, and portal access.
• Manage all aspects of new member paperwork including asset transfers, insurance and annuity forms, and brokerage changes.
• Handle money movements: wires, deposits, mobile check imaging, and internal tracking.
• Attend member meetings with the CEO; document action items, draft follow-ups, and ensure accountability.
• Schedule appointments, answer calls, and maintain ongoing member communication.
• Educate members on digital tools (eSignature, dashboards, portals).
• Maintain CRM data integrity and ensure timely documentation.

• Provide day-to-day administrative support to the CEO, including calendaring, prep for meetings, and travel/event planning.
• Prepare member meeting materials: investment reports, insurance summaries, and supporting documentation.
• Maintain member databases, organize files, and manage onboarding kits and personalized member touchpoints (e.g., birthday cards).
• Support social media, TV prep, and marketing initiatives.
• Assist with internal team meetings and member event planning.

• Ensure all member documentation is complete, accurate, and meets regulatory standards.
• Perform necessary authentication and callbacks for sensitive transactions.
• Follow firm and industry rules, regulations, and best practices.

• Schwab custodial platform experience is required (Fidelity or Vanguard experience will be strongly considered as equivalent).
• Orion and/or Redtail CRM experience strongly preferred
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• Bachelor’s degree or equivalent experience in financial services (preferred).
• Exceptional verbal and written communication skills.
• Outstanding attention to detail, organization, and time management.
• Tech-savvy with the ability to quickly master new platforms and tools.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• True team player with a genuine member-first mindset and positive, can-do attitude.

Salary: $80,000+ based on experience

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off (PTO)
• Observance of market holidays

We’re a rapidly growing, entrepreneur-founded wealth management firm pioneering a fresh, member-centric approach that breaks away from traditional corporate models. If you’re energized by fast-paced growth, autonomy, and delivering premium service for high-net-worth members, you’ll thrive here alongside a team that values integrity, excellence, and real results.