Office Admin/Client Care Associate3D Money

About Us

Capstone Investment Group, LLC is a growth-oriented investment advisory firm dedicated to delivering tailored wealth management, financial planning, and alternative investment opportunities to our clients. We value integrity, a client-first mindset, and entrepreneurial thinking. As we continue to grow, we are seeking an exceptional and dedicated Operations Admin/Client Care Associate to support our office operations, advisors, and client base.

We are a faith-based organization and have a strong focus on our core values, which we have named GRACIE. We are looking for someone that can fully commit themselves to these values and be a good culture fit for our company. GRACIE stands for Gratitude, Results, Accountability, Communication, Integrity and Energy.

Role Overview

The Office Admin/Client Care Associate will support different administration functions for the office, serving as the front facing liaison for the business, bringing efficiency in its operations. You will support a variety of customer service functions such as managing communications and service needs for clients, record maintenance and upkeep, and supporting all Financial Advisors on the team. This role also may support back-end office needs such as ordering supplies, sending communications to clients on company updates and information, and general office management as needed.

Day to Day Responsibilities

• Managing calls, scheduling client meetings, maintaining advisor calendars, and coordinating client communications

• Receive, support processing for, and prioritize client cash requests working with licensed representatives

• Researching, resolving and responding to client inquiries, including appropriate escalation

• Performing account maintenance and supporting new account and transfer processing

• Working within CRM and reporting systems

• Maintaining accurate client records, documentation, and interaction notes

• Serving as a liaison between clients and advisors

• Supporting advisors in all aspects of business and client service

• Ability to prioritize tasks, managing core deadlines, and working effectively in a fast-paced, time-sensitive environment

Required qualifications:

• Minimum of two (2) years administrative office experience

• Prior experience in a financial institution environment, including Registered Investment Advisor (RIA) and/or custodian platforms

• Strong Excel skills, including the ability to use formulas, perform calculations, and link data

Highly Desired:

• Bachelor's degree in business administration, Finance, or a closely related field

• Securities and/or insurance licensing preferred (Series 7, 63, 65) or willingness to obtain

• Service experience with Charles Schwab & Co., Inc., and RIA Custodian

Why Join us

This is an opportunity to be part of a dynamic, forward-looking firm with a proven marketing strategy to attract and retain clients. We are a company that will support your growth, bring a culture of collaboration and integrity, while taking pride as our results drive impact around the communities and clients we serve.

Benefits: 401(k), 401(k) matching, Insurance (Dental, Health, Vision, Life, and LTD), PTO and more!

Job Type: Full-Time, Office only role (Non-Remote)

Work Location: 2405 Evergreen Park Drive Bldg A Olympia, WA 98502

Office/Reporting Hours: Mon - Thurs 8am-5pm and Fri, 8am-3pm

Pay Range: $25-$30/Hour depending on experience

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, sex, age, disability, marital status or any other legally recognized protected basis under federal, state or local law.