Overview

About Allvet Financial: 

Allvet Financial is a growing, SEC-registered, fully virtual financial planning firm that specializes in serving veterinarians and their families nationwide. We primarily work with clients who are in the wealth accumulation stage of life, providing comprehensive, ongoing financial planning that includes cash flow planning, student loan strategy, investment management, retirement planning, and guidance on other financial decisions. 

We have a collaborative, approachable culture and take the same approach with our clients. Our communication style is friendly and collegial rather than overly formal, and we value building strong relationships, providing excellent service, and helping clients feel comfortable discussing their finances.

About the Position: 

We’re looking for a part-time Client Service Associate to support Allvet Financial.

The role will combine client service, administrative support, and special projects. Responsibilities will include client paperwork and follow-up, meeting preparation, document management, and maintaining our CRM and workflows. Special projects will be a significant part of the position. We’re looking for someone who enjoys improving processes, using technology to increase efficiency, and helping implement new systems and solutions. 

Opportunity: 

Client service and administrative support:

  • Track outstanding client tasks and follow up on missing documents, account setup, and other action items.
  • Prepare for upcoming meetings by checking that required documents and account connections are complete.
  • Manage admin email and assist with inbox organization and follow-up.
  • Maintain accurate CRM records, client files, and workflows.
  • Monitor client meeting frequency and coordinate follow-up with clients who haven’t scheduled recently.
  • Organize client agreements, forms, and other paperwork.
  • Assist with compliance-related administrative tasks, including recordkeeping, documentation, and recurring compliance requirements.
  • Assist with investment account opening, transfers, maintenance, and closures.
  • Provide occasional technical assistance to clients using our financial planning software.

Special projects and operational improvements:

  • Improve document organization, record keeping, and task management systems.
  • Develop and improve workflows, templates, and standard operating procedures.
  • Help develop client communication sequences, resources, and educational materials.
  • Proactively identify admin tasks that can be delegated and help reduce the founder’s day-to-day operational workload.
  • Assist with tracking business metrics, client surveys, and other operational initiatives.
  • Identify opportunities to improve efficiency and streamline existing processes.
  • Help coordinate webinars, speaking engagements, podcast production, and occasional marketing projects.
  • Research, coordinate, and help implement new software, automations, and integrations.
  • Take ownership of special projects and help move them forward with increasing independence.

Potential additional responsibilities:

  • Some admin responsibilities may also involve supporting a separate, related student loan consulting business. 
  • For the right candidate, there may also be opportunities to take on entry-level paraplanning responsibilities over time, depending on their experience, interests, and performance.

Desired Qualities:

  • 1-3 years experience preferred
  • Bachelor’s Degree preferred
  • Bonus points for certifications or credentials, open to any and all
  • Detail oriented, organized and efficient
  • Must be tech savvy – bonus points for experience with any of the following:
    • RightCapital
    • Wealthbox
    • PreciseFP
    • Monarch Money
    • Google Workspace
    • Altruist
    • MS Office Suite 
    • Slack
    • Zocks
  • Able to uphold the firm’s vision and values while maintaining high ethical standards
  • Strong customer service and relationship management skills
  • Continuously exhibits personal integrity and professional initiative
  • Must be independent and able to manage and prioritize tasks
  • Excellent written and verbal communication skills
  • Demonstrates a commitment to accuracy by delivering high quality work 
  • Strong responsiveness and consistent follow through 
  • Resourceful and excellent problem solving skills

Compensation & Perks:

  • This will be a part-time (25-30 hours a week) position. Allvet is open to the position being 1099 or W-2, with the potential for more hours as the firm grows.
  • Hourly rate starts at $35 and goes up depending on experience and certifications
  • Flexible work hours
  • Ditch the commute! This position is remote.

Next Steps:

  • Along with your resume, include a short message telling us about yourself, your professional history and your career aspirations. 
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.