Stack Financial Management (SFM) is searching for a top-tier operations professional with 5+ years of solid office experience and the desire to join a long-term career opportunity with the potential for advancement. Located in Whitefish, Montana, our growing company offers a challenging and rewarding career for the right individual. This position requires a motivated professional who is committed to providing exceptional client service in a fast-paced and detail-oriented environment. The ideal candidate seeks to go the extra mile for our clients while being part of a high performing team. Our combined efforts help manage, preserve, and grow the wealth of our clients where you will play a vital role in driving positive results. Responsibilities: Interact with high-net-worth individuals located throughout the United States Be the point-of-entry contact in assisting clients with account maintenance and updates . Maintain critical and sensitive client data Ability to deepen and broaden client relationships Follow proven account maintenance processes to deliver a stellar client . . STACK FINANCIAL MANAGEMENT . A unique opportunity to join one of America's "Top 100 Independent Financial Advisors" . Qualifications: College degree and 5+ years of professional office experience Enthusiasm to interact with and deliver exceptional support to our clients . Impeccable written, phone, and interpersonal communication skills . . . experience Operational support using multiple software programs Aptitude for mastering new software applications and systems Strong interest in financial and wealth management Motivation to potentially obtain a CFP certification Highly organized with strong attention to detail Ability to multitask, prioritize, and manage a variety of projects Proficiency in Excel and MS Office Suite SFM offers competitive compensation, health and dental insurance, and a generous retirement plan (up to 25% of salary). Additional information can be found on our careers page: www.stackfinancialmanagement.com/careers/ 557845 Stack Financial Management ( SFM ) is searching for a top - tier operations professional with 5+ years of solid office experience and the desire to join a long - term career opportunity with the potential for advancement . Located in Whitefish , Montana , our growing company offers a challenging and rewarding career for the right individual . This position requires a motivated professional who is committed to providing exceptional client service in a fast - paced and detail - oriented environment . The ideal candidate seeks to go the extra mile for our clients while being part of a high performing team . Our combined efforts help manage , preserve , and grow the wealth of our clients where you will play a vital role in driving positive results . Responsibilities : Interact with high - net - worth individuals located throughout the United States Be the point - of - entry contact in assisting clients with account maintenance and updates . Maintain critical and sensitive client data Ability to deepen and broaden client relationships Follow proven account maintenance processes to deliver a stellar client . . STACK FINANCIAL MANAGEMENT . A unique opportunity to join one of America's " Top 100 Independent Financial Advisors " . Qualifications : College degree and 5+ years of professional office experience Enthusiasm to interact with and deliver exceptional support to our clients . Impeccable written , phone , and interpersonal communication skills . . . experience Operational support using multiple software programs Aptitude for mastering new software applications and systems Strong interest in financial and wealth management Motivation to potentially obtain a CFP certification Highly organized with strong attention to detail Ability to multitask , prioritize , and manage a variety of projects Proficiency in Excel and MS Office Suite SFM offers competitive compensation , health and dental insurance , and a generous retirement plan ( up to 25 % of salary ) . Additional information can be found on our careers page : www.stackfinancialmanagement.com/careers/ 557845