Client Services & Operations Management
Are you skilled at developing trusted client relationships?
Do you offer strong accounting and client service skills?
Are you seeking a multi-faceted investment advisor assistant role?
Do you enjoy practice management and leadership within a small business?
… If so, let’s talk!
Founded in 1980 and based in Clayton, Missouri, Anderson, Hoagland & Company (AHCO) is a registered investment advisor providing investment management and advanced financial counsel to individuals, trusts, corporations, and tax exempt organizations. We manage investment portfolios to build wealth and we simplify the lives of our clients by solving complex financial challenges in a transparent manner. AHCO prides itself on developing long-term trusted client relationships by providing superior customer service and knowledge-based investment leadership that both achieves client goals and yields confidence during times of market uncertainty. To learn more about our firm and its services, visit www.ahco.com.
AHCO is now seeking a Practice Manager who offers strong financial and accounting experience coupled with solid operational and client service skills as well as a positive and professional demeanor. Our ideal candidate brings a highly detail-oriented approach to work product, a good sense of humor, and strong office management skills. We are seeking someone who loves to own projects, improve processes, and thrives in creating an exceptional client service experience for both new and long-term clients. An entrepreneurial mind-set coupled with the ability to multi-task and to work steadily and independently within a quiet and collegial, yet fast-paced setting are also a must.
Reporting directly to AHCO’s partners, our ideal candidate will serve as a key member of our firm’s leadership team and will function in two (2) very distinct yet critical roles:
Other Skills & Abilities include:
AHCO values its employees and offers competitive compensation including an opportunity for an annual performance-based bonus as well as group health insurance, vacation pay, and participation in the company’s profit sharing plan. Work hours are generally 8AM to 5PM. Extended hours during the week are rare, and weekend hours are not expected.
Anderson Hoagland is an Equal Opportunity Employer