ABOUT
At WD Wealth Strategies, we specialize in developing proprietary financial strategies for accumulation and preservation of our clients’ wealth through a multitude of strategies. Our founder, Will Duffy, began his journey over a decade ago where he set out to find one answer: How Money Really Works™. In the last 5 years our practice has grown exponentially, servicing 500+ Ultra High Net Worth individuals, business owners, family offices, and more. We take pride in falling in love with the outcome of our clients by providing highly proprietary wealth strategies around taxation, investments, insurance, and more, known as The Duffy Method™. We maintain 50+ strategic partnerships with the country’s top tax firms, estate planners, attorneys, investment sponsors, insurance carriers, banks, custodians, and more for the purposes of developing new strategies, staying on top of legal changes, and providing massive value to our clients.
DAILY RESPONSIBILITIES
- Communicate with clients via email (phone when necessary)
- Manage a dedicated list of client files
- Complete data entry
- Track important dates and progress of client files
- Coordinate with third-party vendors
- Gather required documents and information for each client
- Set up client accounts
- Attend weekly team meetings
- Work closely on a team
PREFERRED SKILLS AND QUALIFICATIONS
- Past work as administrative assistant or customer service a plus
- Great customer service skills
- Friendly and professional
- Organized
- Detail-oriented
- Reliable
- Self-starter
- Ability to learn and pivot
- Proficiency in Google: Gmail, Google Calendar, Google Docs, Google Sheets
POSITION DETAILS
- W2 Employee, $17-18/hr
- Position fully remote, but travel available for our annual team-building events (participation not required but highly encouraged)
- 401(k) - Company contributes 5% with no contribution needed
- PTO - Increased based on tenure
- Unlimited unpaid time off
- Opportunities for advancement (our company is growing and we want our team to grow too!)
- Full Time - 40 hours per week
- Hours are 8:00 am - 5:00 PM MT with some flexibility
- Candidate must pass a background check and FBI fingerprinting
Job Type: Full-time
Pay: $17.00 - $18.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Work Location: Remote
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