About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer to the critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
The Opportunity
Your voice is often the very first impression someone has of Trajan Wealth. This role is the front door to our Family Office - and a natural launching point into a career in wealth management.
As a Concierge, you'll be the first point of contact for everyone who calls Trajan Wealth - prospective clients, existing clients, and internal team members alike. You'll listen closely, understand what each call needs, and route them to the right person or department quickly and professionally. It's a role built on warmth, sharp listening, and genuine care for the person on the other end of the line.
This is an excellent entry-level opportunity for someone who is curious about wealth management and wants a front-row seat to how a fast-growing Family Office operates - with real potential to grow into other roles within the firm.
Duties and responsibilities
- Answer all inbound calls promptly, professionally, and with a warm, welcoming tone.
- Actively listen to determine the purpose of each call and the caller's needs.
- Accurately direct calls to the appropriate advisor, department or team member.
- Take clear, detailed messages when a direct transfer isn't possible.
- Maintain a polished, client-first impression on every call as the voice of Trajan Wealth.
- Log all details and outcomes accurately in the CRM.
- Escalate urgent or sensitive calls appropriately and promptly.
- Support the broader Concierge and contact center team with day-to-day administrative tasks as needed.
Qualifications
- A friendly, clear, and professional phone presence.
- 3+ years of administrative responsibilities.
- Excellent organizational skills and attention to detail.
- Comfort learning and working with a CRM, and multi-line phone system.
- A genuine interest in financial services, wealth management, or client service as a career path.
- Dependability and a strong sense of ownership over the caller's experience.
- No prior financial industry experience required - we'll teach you the rest.
Benefits
- $23.00 to $26.00 per hour.
- 401(k) with company matching contribution up to 13%.
- United Healthcare PPO medical coverage for employees, paid by the company.
- Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, and Life Insurance.
- Additional voluntary benefit options available.
- Generous PTO and paid holidays.
- A clear path for growth into other client development and wealth management roles at Trajan Wealth.
Come and join a team that is making a difference in their clients and employee's lives!