Job Description MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in administrative duties and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following: Assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more. Answering phones Customer Service Processing new accounts/business Handling & processing mail Ordering and managing supplies Work with various software programs including Microsoft Office, Tamarac, and more. Proficiency in Microsoft Office and previous experience in client service is highly recommended for this position. This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand. Please note, we require vaccination & proof of vaccination for any position at MV Financial. Company Description MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.