Imagine being the trusted voice clients turn to first—the one who transforms confusion into clarity, anxiety into reassurance, and routine interactions into lasting relationships. This isn't just another administrative job. It's your chance to genuinely impact people’s lives, guiding them toward financial confidence and retirement security.

You:

• Love helping people, solving puzzles, and making someone's day better.
• Enjoy being at the center of the action, coordinating, organizing, and streamlining.
• Are looking for a role that recognizes your talent, challenges your growth, and provides a clear path forward.

In this role, you will:

• Become the first friendly face and voice clients encounter, setting the tone for their entire experience.
• Keep everything running smoothly by supporting financial advisors, handling appointments and paperwork, and ensuring client records are accurate and up-to-date.
• Help plan engaging events and seminars, creating memorable experiences that clients rave about.
• Be the problem-solver who makes things happen, efficiently and gracefully.

What you bring:

• At least 1–3 years in client services, ideally in finance, wealth management, or similar.
• Exceptional organization, warmth, and a natural talent for clear communication.
• Proficiency with tools like Microsoft Office and familiarity with CRM systems (Salesforce, Redtail).
• Confidence, curiosity, and eagerness to learn more about finance and retirement planning.

Why Vital Retirement? Vital Retirement isn't just any advisory firm—it's a thriving community dedicated to changing the way people experience retirement planning. Here, your ideas matter, your growth is encouraged, and your potential is limitless. Act now—don't miss out on the career move that could redefine your future.