Careers at Human Investing

Join our team in faithfully serving the financial pursuits of all people.

Interested in a role? E-mail your resume, cover letter, and references to jill@humaninvesting.com.

Can’t find a role for you? We’re always looking for new talent in Operations, Taxes, Client Services, 401(k), and Advisors for Wealth Management and Access

WORKPLACE ADVISORY ADMINISTRATOR

Full time, non-exempt, in-office/work from home (upon approval)

  • This role supports a dynamic team serving a wide range of corporate and institutional clients and their employee retirement plans. The role provides administrative and operational assistance to the Workplace Advisory team as well as interacting with external contacts and clients. The role reports to the team’s director and will work closely with all members of the team.

  • • Manage team calendars, coordinate and schedule internal and external meetings

    • Prepare all client-facing materials including presentations, reports, and other collateral

    • Leverage workflow and task management systems to ensure team is fulfilling contractual services and maintaining client touchpoints

    • Maintain records, systems, and workflows related to clients, COI and prospect contacts, services, and projects

    • Support team’s communications efforts, including drafting email campaigns and newsletters

    • See PDF for more

  • • College degree

    • 2-3 years of previous experience working in customer service preferred

    • Experience with contact management systems

    • Experience with data management and analytics reporting

    • Proficient computer skills and experience using Microsoft Office tools including excel

  • • $58,000 - $60,000 depending on experience and strong references

    • Fully paid dental + vision insurance

    • Fully paid medical insurance + Funded H.S.A or HRA

    • Paid time off + Sick time

    • Fully paid Long Term Disability Insurance

    • 3% non-elective 401(k) contribution

    • Discretionary Profit Sharing

    • Discretionary company bonus program

  • Interested candidates please submit a cover letter, resume and references to Jill Novak at jill@humaninvesting.com

Human Investing is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.