Benefits:
401(k) matching
Training & development
401(k)
Paid time off
We are a growing financial planning firm focused on helping clients transition confidently into retirement. As we expand our wealth management business, we are looking for a highly organized, proactive individual to help build and manage the operational backbone of the firm.
This is a flexible, professional role with significant responsibility and the opportunity to grow alongside the business.
What You'll Do
This role blends client service, operations, and internal coordination. You will be responsible for making sure nothing falls through the cracks.
Client Service & Communication
Serve as a primary point of contact for client service needs (non-advisory)
Communicate with clients regarding paperwork, account updates, and next steps
Ensure timely follow-up and a high-quality client experience
Operations & Processing
Manage and track account paperwork (new accounts, transfers, distributions)
Oversee money movement requests and ensure timely completion
Monitor and resolve processing issues (NIGOs, missing items, delays)
CRM & Data Management
Maintain and optimize client records in Wealthbox CRM
Track workflows, tasks, and client interactions
Improve organization and efficiency of internal systems
Compliance & Coordination
Act as liaison with our RIA for compliance items
Ensure required documentation and processes are completed accurately
Stay on top of requests and deadlines without prompting
Administrative Support
Manage calendar and scheduling
Assist with reporting and internal tracking
Help create structure as the firm continues to grow
What We're Looking For
Highly organized and detail-oriented
Self-starter who takes initiative without needing constant direction
Strong communicator (written and verbal)
Comfortable working directly with clients
Tech-savvy and able to learn new systems quickly
Preferred (not required):
Experience in financial services, insurance, banking, or a professional office
Familiarity with CRM systems (Wealthbox a plus)
College degree (a plus)
Role Details
25-30 hours per week (flexible schedule)
Primarily in-office, with some flexibility
Salary: $42,000 – $48,000 (with growth potential based on performance)
401(k) with employer match
Growth Opportunity As the firm grows, this role has the potential to expand into a senior operations or client service leadership position, with increased compensation and responsibility.
About Us Sachs Financial provides comprehensive financial advice to clients in the St. Louis area with a customized, one–on–one level of attention that only a boutique financial firm can provide.
Retirement can be a welcomed change for many people. It's a chance to take a break from the headaches and stress of work and to spend more time with the ones you love. It's a time to be able to enjoy all of the things that bring meaning to your life. To be successful in retirement takes the same type of focus and dedication you had while you were working. It takes planning, timing, and ongoing maintenance. The job of identifying and removing the risks in retirement is what we at Sachs Financial have done for over 15 years.