Cetera Advisor Network, James Hamlin Financial Services is a full-service financial services firm committed to helping individuals and business owners pursue their financial goals. Our firm offers a wide range of solutions and services.

Are you an optimistic person who enjoys helping others? Are you someone who obsesses over things being organized and accurate? Do you excel at building relationships and servicing clients? If you said yes to these questions, keep reading!

We are seeking an optimistic, organized, and energetic Financial Client Associate/ Administrative Associate to join our team. The Financial Client Associate/Administrative Associate is responsible for providing administrative support to multiple financial advisors. 

A successful Financial Client Associate/Administrative Associate will accurately process necessary paperwork for clients working alongside our financial advisors. You will excel with technology and master RedTail CRM, as well as our broker dealer platform systems. The ideal person for the job will be a proactive problem solver with exceptional communication skills and possess meticulous attention to detail. Provide a high level of customer service and follow-through, building good rapport with clients and co-workers is essential! The Financial Client Associate/Administrative Associate will have the ability to work under pressure at times and thrive in a fast-paced environment. Exhibit a thorough knowledge of financial services principals, practices, and procedures. Handle sensitive and confidential business matters. You will demonstrate integrity, honesty, dependability, enthusiasm, organization, and professionalism daily in this position. 

• 4-year college degree or equivalent work experience preferred but not required to apply
• 2+ years Financial Services Experience preferred but not required to apply
• Customer service experience preferred but not required to apply
• Must be tech Savvy - prior experience with software programs such as RedTail CRM, Broker Dealer Platform Systems a plus
• Due to the nature of the company remote work is not currently an available option for this position
• All applicants must show proof of COVID-19 vaccination by first day of work and follow all CDC guidelines. Must be able to comply with vaccination mandate with or without reasonable accommodation and follow all CDC guidelines.  

James Hamlin Financial Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.