Careers

At Hoogenboom Wealth Management, we pride ourselves on having a top-level team centered on professionalism, integrity, and excellence.  We are focused on organic growth that pairs the right people and skills with the unique needs of our team. Our independent approach means that we have no proprietary funds or products, no quotas or sales requirements – allowing us to be laser focused on providing a high-quality client experience that delivers the best results.

We are currently hiring for a position in our Stowe, Vermont office. The job details can be found below:

Office Manager & Operations Assistant

• Full time

• In-person Stowe Office; some remote hours possible after 90-day trial period

• Shared office with CPA & Wealth Management Firm

Tasks

• Provide outstanding customer service experience on the phone, in person, and via email

• Support Operations Team with new business workflow and client service activities

• Responsible for main office phone line; route messages to advisors and associates as necessary

• Assist with new business data entry and service forms – accuracy is paramount

• Maintain CRM with accurate client information, record client contacts and notes

• Record incoming and outgoing mail; submit all checks to the back office via overnight mail

• Leverage DocuSign and other digital tools to maximize efficiency with business processing

• Communicate daily with remote team members to ensure a cohesive and high-level client

experience

• Maintain accurate client files, both electronically and hard copy

• Assist with mailings, including annual holiday mailing, birthday mailing, referral mailings, as well

as email marketing campaigns and associated technology

• Utilize approved social media channels for marketing purposes, (LinkedIn, Facebook, and other

approved sites)

Qualities Desired in Successful Candidate

• Detail oriented

• Self-Starter

• Demonstrated ability to build rapport with clients and colleagues

• Ability to thrive in a fast-paced environment

• Desire for continued growth and professional development

Education and Work Experience Requirements

• Two years office experience in financial services or related

• Associate degree or commensurate work experience

• Experience effectively using Customer Relationship Management (CRM) Software

• Basic tax knowledge, Accounting, Financial Services, and/or Life Insurance designations, a plus

Benefits

• Competitive compensation based on skills and experience; SIMPLE IRA plan with company

match

Please reach out to Nicole to schedule an informational meeting: nicole@hoogenboomteam.com