COMPANY DESCRIPTION 

Penobscot Financial Advisors (PFA) is a growing, Maine-based firm committed to enriching the lives of our clients and employees. We are a young and dynamic firm that was named the one of the fastest growing Registered Investment Advisory firms in Maine in 2023 and 2024. 

ROLE DESCRIPTION 

We are seeking a full-time Client Services Associate (CSA) Level II to deliver exceptional administrative and client support, ensuring all advisory team members can focus on providing advice and growing client relationships. 

This position is ideal for someone with experience in financial services who aspires to advance into a paraplanner role and, ultimately, an advisory position. 

ACCOUNTABILITIES 

• Client Service Support: Collaborate with the advisory team to deliver a personalized and proactive client experience. 
• Scheduling & Coordination: Oversee the scheduling of client meetings and prepare confirmations, ensuring all parties are aligned. 
• CRM Management: Accurately maintain and update client records in the CRM system and track outstanding client activities and ensure tasks are completed on time. 
• Implementation Support: Prepare and submit documentation to implement client financial plans. Coordinate with clients, advisors, and custodians to ensure smooth execution of recommendations. 
• Professional Development: Participate in ongoing training to develop technical skills and financial services knowledge. 

 KNOWLEDGE/QUALIFICATIONS 

• Bachelor’s degree in a relevant field 
• Familiarity with CRM platform and scheduling software 
• Basic understanding of financial planning and investment services (or a willingness to learn) 

PERSONAL ATTRIBUTES 

• Detail-oriented and highly accurate 
• Ability to manage time-sensitive tasks effectively 
• Eagerness and willingness to learn 
• A strong work ethic and ownership of outcomes  

SKILLS 

• Strong communication and interpersonal skills 
• Excellent attention to detail and organizational abilities 
• Ability to prioritize and meet deadlines 
• Collaborative mindset  

EXPERIENCE 

• 2+ years of experience in financial services, preferably with a wealth management firm 

PAY 

• Annual Salary of $48,600-$72,900, based on experience. 
• Quarterly Team-Based Compensation 

BENEFITS 

• 401(k) with company matching 
• Profit-sharing 401(k) plan 
• Company-sponsored medical, dental, and vision insurance 
• Health Savings Account (HAS) and Flexible Spending Accounts (FSA) including Healthcare FSA, Dependent Care FSA, & Limited Purpose FSA. 
• Employer-paid short-term, long-term disability insurance, and life insurance with AD&D 
• Hybrid work 
• Unlimited PTO 
• 11 paid holidays 
• 4-week paid sabbatical every 5 years of service 
• 12-week paid parental leave (after 12 months of employment) 
• Charitable giving matching program 
• Financial planning reimbursement