IN ORDER TO APPLY FOR THIS JOB, YOU MUST LIVE IN SAN FRANCISCO. LIVING OUTSIDE THE CITY WILL NOT BE FEASIBLE GIVEN THE PART TIME STATUS OF THE JOB. PLEASE DO NOT APPLY IF YOU DON'T ALREADY LIVE HERE. APPLICANTS WHO APPLY TO THIS POSITION WITHOUT INCLUDING A RESUME IN PDF FORM AND A COVER LETTER WILL NOT RECEIVE A RESPONSE. PLEASE ONLY APPLY IF ISSUES LIKE EMPOWERING WOMEN WITH THEIR MONEY & EQUITY AND INCLUSION MATTER TO YOU. IF THEY DON'T, THIS WILL NEVER BE A GOOD FIT. We're looking for an amazing, honest, hard working, dependable, focused, account manager/admin who wants to grow a career, not just get a job. The job starts as part time but could grow into full time for the right candidate. We'd love to train someone who wants to become a Financial Planner. If you aren't looking for a job for a MINIMUM of 3 years, please don't bother. We're a small office and we need a committed, dependable team. Who We Are: We're a small, but growing, Financial Planning Practice, with a stellar, 20+ year track record. We're women owned and run and we're so proud of that! We're a mission-driven company, with a passion for empowering women with their money and ensuring financial education is equitable and inclusive. Ethics drives all we do and it must be important to you too. We're growing and we want someone who is ready to grow with us! Who We're looking for: Dependability and Commitment are paramount to us. We're looking for an enthusiastic, high-energy person ready to learn quickly and someone who is a joy to work with. We spend a lot of time working together and we really want someone who is polite, has great manners, can carry a lively conversation, has excellent communication skills and genuinely likes people. We serve people...that is our job, so the soft skills are essential. Intelligence coupled with going above and beyond is key here. You have to be willing to own a project, to focus on your own learning in the process, to always look for better, more efficient ways of doing your job and improving our practice. If you get better we all get better. Attention to detail is critical to your job success. Personal finance is a million little details, all of which are really important to our clients and to our success. You have to take notes, study at home, always be learning and curious. This isn't a job you just show up to and then forget and leave. We don't want to work with people who aren't really committed to our mission, our goals, our clients and our success as a business. You should be comfortable taking initiative, owning a project, setting deadlines and achieving them. We want you to get the job done and reach out for help whenever you need support. This job requires you leave your ego at the door, especially in the beginning when all the work will be new to you. You should be self-motivated, looking to make a serious contribution and looking to grow your career. If you don't have any plans for yourself or any goals. If you aren't working on achieving anything in your life...this is NOT the job for you. Athletes, competitive folks, team players, people who love self help...if you are ambitious AND organized, I can't wait to talk to you! We want someone committed and loyal. Some current employees are nearly 15 years on the job. Job hoppers are much too expensive for a small business. If we're a wrung on your ladder, please stay away. Even when you are ready to leave...in 5+ years, we'll help you get there, but this is not a "two weeks notice" whenever you feel like it kinda job. You should have good computer skills and have experience in a professional office setting. If you have experience in marketing or social media for business, or great CRM or Project Mgt tools, even better. You should care about helping people, making a contribution to your community and serving others. We take that very seriously. You should also have excellent writing skills...if AI wrote your papers, move on. Creativity in problem solving is important. Financial Planners often must think creatively to solve complex, layered financial problems. If you bring creativity to the table, that's excellent. You should be so incredibly dependable and honest, we could trust you with our wallet and set our clocks with your punctuality. Tenacity should be your middle name. You don't give up and your strive always for excellence. You hold yourself to the HIGHEST standard and you are the first to call yourself to task when you have fallen short. Please bring your sense of humor, everything's easier and more fun that way! Serious people can be funny and funny people can be serious. A lot of the ice I break in working with people involves humor :). The type of work: You should be comfortable wearing many hats. Organization is a really key trait for someone successful in this job. Your personal finances CANNOT be a mess. If you don't pay your bills on time or make a habit of creating financial instability for yourself, this would not be a fit. You can learn from this work to improve what you have (and you will) but you can't be a liability to us and you have to be committed to getting your financial ducks in a row. How could our clients trust us if we don't put "our money where our mouth is". You should expect client interaction, phone calls, scheduling, document management, file management, software support, marketing support, client intake/screening and the use of financial service tools to streamline and improve our business practices. This is a back end and front end role...meaning you will work on the business side and the client side. You will provide support for financial planners, meeting prep, follow-up support and much more. You MUST be competent with Microsoft programs Excel, Word, Outlook, etc. What we offer: Part time which could grow into full time. Please be sure to outline your availability in your cover letter. Pay depends upon experience. -401k from the day you start + generous matching for all employees, even part time -Sick days + PTO -Future benefits depend on the needs of current employees, so you'll have a say in benefits we add, like health/dental/vision/LTD etc. as it might apply to part or full time employees. -The ability to learn personal finance. In fact things you might learn on your first day might be worth more long term than a full year's salary. In personal finance, knowledge is power. -Work in small team environment where you really can make a difference -The chance to grow your career. I'd love to train you to become a Financial Planner if that's your dream. Warm, friendly hybrid working environment in the Inner Sunset, no need for a long commute downtown. We'd especially like to find candidates who wish to become Financial Planners... I think I mentioned that :) What to submit: -A resume/CV in pdf format -A cover letter that includes your availability, why you are interested and what underserved community (Women, BIPOC, Queer, Other) would it be your goal to serve in this position? Extra credit for anyone who tells me about an important goal they've achieved!