Geometric Wealth Advisors
11 - 50 employees
Founded 2015
💼 Consulting
💸 Finance
💳 Fintech
Consulting • Finance • Fintech
Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.
Client Operations Specialist
Job not on LinkedIn
🕒 July 14
Where this job comes from
Posted on Geometric Wealth Advisors's careers page, not through a job board
First seen by Remote Rocketship July 14
Still open on Geometric Wealth Advisors's site. Checked 12 minutes ago.
Geometric Wealth Advisors
11 - 50 employees
Founded 2015
💼 Consulting
💸 Finance
💳 Fintech
Consulting • Finance • Fintech
Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.
📋 Description
• Work closely with Financial Planners and Wealth Advisors. • Manage all operational and administrative aspects of client relationships. • Ensure onboarding process for new clients progresses on schedule. • Maintain and update client records in CRM software. • Communicate with custodians to handle operational needs. • Manage all client forms. • Perform regular maintenance for existing clients. • Help manage portfolio database software. • Search for ways to improve firm’s processes. • Help recruit, hire, train, and mentor on the Operations team.
🎯 Requirements
• Bachelor’s degree. • 1-2 years of relevant work experience (open to candidates with less or no experience). • Understanding operational needs of an independent wealth management firm. • Exceptional organizational skills. • Airtight reliability. • Clear and confident communication. • Aptitude for and comfort with technology. • Service-minded attitude.
🏖️ Benefits
• Flexible work schedule. • Health insurance. • 401(k) including 5% company match with immediate vesting. • Paid parental leave (12 weeks or 8 weeks full-time + 8 weeks half-time). • Professional development sponsorship. • Portfolio management at no charge. • Tech/home office needs supply.
Apply Now📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Similar Jobs
🕒 June 20
Governance & Operations Coordinator supporting HL7's governance and executive functions. Coordinating Board and committee meetings, governance communication, and operational tasks.
🕒 June 20
Solar Operations & Maintenance Technician Level 2 ensuring safe, reliable, and effective solar system operations. Conducting inspections, maintenance, and system troubleshooting independently.
🇺🇸 United States – Remote
💵 $60k - $75k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
🚫👨🎓 No degree required
🕒 June 19
Retirement plan specialist administering 401(k) testing, reporting, and Form 5500 filings. Supporting entrepreneurs through Guidant Financial’s small-business funding services.
🕒 June 10
Clinic Operations Representative providing patient services and administrative support in clinic operations. Scheduling patients, verifying information, and assisting other employees.
🇺🇸 United States – Remote
💵 $43.2k - $85.3k / year
⏰ Full Time
🟢 Junior
⚙️ Operations
🚫👨🎓 No degree required
🕒 May 22
Compliance Operations Analyst reviewing vendor products, merchant funnels, and marketing claims for a fast-growing international payments business. Flagging regulatory risks and supporting compliant merchant onboarding.
