Practice Support Specialist

About the company:

At Logan Park Wealth Management, we are an independent Registered Investment Adviser built around one simple idea: people come first. We partner with individuals, families, and business owners to help them feel confident about their financial future, and we do it with care, collaboration, and integrity at the center of everything we do.

Our team specializes in solving complex financial challenges, from executive compensation and trust management to long-term, tax-efficient investing, retirement planning, charitable giving, and generational wealth strategies. But what truly sets us apart is how we do it. We take the time to really get to know our clients, to listen before we advise, and to build plans that reflect what matters most to them.

At Logan Park, you will join a close-knit team that values curiosity, growth, and doing right by our clients. We’re passionate about helping people live well today while planning wisely for tomorrow

The practice support specialist is responsible for supporting the firm’s work with clients. Moreover, the role involves addressing key administrative tasks related to certain compliance functions, client service tasks and operational duties.

Operations & Client Service

• Prepare advisers and clients for weekly client meetings.
• Work with clients to complete transactions post meeting. Submit new account and service-related forms after meetings.
• Interact with clients to clearly communicate next steps and assist them in completing tasks.
• Use meeting notes to generate summary letters.
• Consistently communicate with team members about work- flow and gather information needed from advisers and clients.
• Actively collaborate with team members to ensure clients have an exceptional experience. The nature of their interactions with our firm, the quality and timeliness of our work and consistency is paramount.

Compliance

• Receive and log mail, update the gifts and entertainment log. 
• Submit checks and paperwork received via mail or UPS.
• Confirm receipt with clients via email.
• Regularly communicate with team members about compliance logs.
• Conduct audits and quarterly testing.
• Task expectation: Daily, volume varies day to day.

Qualifications:

This is an administrative position with opportunity for advancement. Requirements below.

• 4 year degree or on track to complete.
• Detail oriented with excellent communication skills.
• Must be able to prioritize and manage multiple objectives concurrently.
• Must be able to independently learn new processes and improve on existing processes once mastered.
• Ability to work both autonomously and as part of a team depending on the objective.

Proficient in Microsoft Office Suite and ability to adopt and utilize new technology