Christopher Street Financial is a truly unique wealth management and financial planning firm based in New York City. We build lasting relationships and partner with LGBTQ clients and their progressive allies by discovering how they envision their future and then create and implement life plans and investment strategies to support their goals. Putting it simply – we help our clients live their best lives.
As a growing, fee based practice with $500mm under management, Christopher Street Financial is known for demonstrating compassion to our clients and the LGBTQ community with a team-based approach. As a rule, we value collaboration, optimism, communication and respect for each team member’s unique abilities and we genuinely feel good about helping our clients and the community.
What is it like to work at Christopher Street?
If you are a self-starter who strives for excellence, are passionate about personal financial services, are passionate about the LGBTQ community and thrive in a fun and team-oriented environment, consider a career at Christopher Street Financial. We pride ourselves on offering our employees the opportunity for ongoing mentorship, development and growth. Furthermore, working at Christopher Street includes competitive salary with bonus, a comprehensive benefits package and generous time off.
How can you contribute?
Currently we have an opening for a Receptionist/Client Services Assistant. This role is often the first in-person point of contact for guests visiting Christopher Street Financial and their co-tenants. Through greeting guests either in-person or on the phone and making them feel welcome, you will uphold the high-level of client service of the firm. This role will also assist with administrative duties for the president and client service department, and may include filing, mail distribution, scanning, copying, regular downloads, and data entry.
What are we looking for?
This position is an entry level position and may be ideal for someone interested in pursuing a career in the finance industry in a supportive environment of the LGBTQ community.
A Bachelor’s degree is preferred
Knowledge of MS Office, particularly Outlook email and calendar is required.
Excellent written and verbal communication skills, as well as an ability to time and task manage with constant interruption
Past experience in a professional services environment is a plus
What are your next steps?
Check out our website for more information about our Firm: www.christopherstreet.com. If this sounds like an exciting role in a distinctive firm that could be your home for rewarding career opportunities, we would like to hear from you! Please send a resume and include a cover letter answering why working at Christopher Street Financial sounds like the right career move to you and what experience you have working with LGBTQI individuals. Please forward correspondence to firstname.lastname@example.org.
About Christopher Street Financial
Christopher Street Financial is a boutique wealth management and financial planning firm specializing in the unique needs of the LGBT community. We are a fee based practice with a team-based approach to client relationships.