Geometric Wealth Advisors

Operations

• 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.

Client Operations Specialist

Paraplanner

• Work closely with Geometric’s Financial Planners and Wealth Advisors in support of our comprehensive financial planning offering.
• Create and update financial plans using eMoney software.
• Draft financial analyses (primarily in Excel) for review by Financial Planners and Wealth Advisors.
• Manage relevant notes, tasks, and workflows in the CRM and Google sheets.
• Research financial planning topics as needed and keep knowledge databases current.
• Coordinate with current Paraplanners to balance workloads.