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About the Role

Invictus Advisory Services is seeking a proactive, highly organized professional to manage client onboarding, documentation, and account servicing. This role requires reliability, discipline, and a commitment to supporting advisors and elevating the client experience.

Responsibilities

• Manage client onboarding and documentation needs.
• Elevate the client experience through active coordination, outreach, and execution of general account maintenance.
• Gather client information and prepare account opening paperwork, ensuring accuracy and completeness.
• Proactively follow up with clients to obtain outstanding documents and signatures.
• Serve as a reliable point of contact for routine client and attorney communications.
• Coordinate and schedule meetings among clients, attorneys, and advisors.
• Prepare and proof presentation materials for meetings.
• Track open accounts and process account-related transactions on an administrative basis.
• Monitor accounts and cash against client investment objectives, guidelines, and restrictions.
• Maintain organized, accurate, and up-to-date records across the firm's platforms.
• Distribute approved client and marketing materials.
• Support the firm's compliance calendar, including preparing and reviewing ADV updates.
• Assist with recurring compliance recordkeeping and reporting tasks.
• Maintain compliance records and track recurring reviews.

Requirements

• Strong organizational and critical thinking skills.
• High attention to detail.
• Ability to manage multiple clients, tasks, and deadlines.
• Consistent follow-through.
• Sound judgment and discretion in handling confidential information.
• Clear and professional written and verbal communication skills.
• Comfort communicating by phone and email with clients and attorneys.
• Growth mindset with a willingness to learn and take on new challenges.
• 1 to 3 years of experience in financial-related planning services (preferred).
• Experience with Charles Schwab, AssetMark, and RightCapital platforms (preferred).
• An active Series 65 license (preferred).

Skills

• Organizational skills
• Critical thinking
• Attention to detail
• Time management
• Communication skills
• Client relationship management
• Record keeping
• Compliance support

Location

• Onsite

Work Type

• Full-time

Experience Level

• Entry-level
• 1-3 years

Salary/Compensations

• Competitive base salary
• Potential for additional performance-based incentive compensation

Benefits

• 401K firm matching
• Paid time off
• Monthly team events

About the Company

• Invictus Advisory Services is a fee-only Registered Investment Advisor focused on objective guidance and comprehensive wealth management.
• We offer integrated wealth management solutions including investment management, retirement income planning, trust and legacy strategies, tax-aware planning, and asset preservation.
• Our philosophy is grounded in transparency, active management, and a commitment to the long view.