Join the team at Heritage Investors and Heritage Business Advisors
Our mission is simple: as a company, we exist to help our clients and their teams achieve their goals; one conversation, one meeting, and one action at a time. It is the driving force in each of our day-to-day and long-term decisions.
We are passionate about our mission and we seek talented professionals who share the same vision and desires. If you too have the passion to work in a selfless, value-driven team, you just might be a good fit at Heritage Investors.
Current Open Positions
The Operations Assistant plays a pivotal role in ensuring that Heritage Investors and Heritage Business Advisors continue to deliver a world-class experience as well as desirable outcomes to organizational stakeholders.
- External: Clients
- Internal: Non-client-facing Heritage team members
- Internal: Client facing Heritage team members
Responsibilities will include but are not limited to, assisting with new client on-boarding and enrollment and client service work.
Non-Client-Facing Heritage Team Members
Responsibilities will include but are not limited to, assisting with other Heritage team members on project work related to marketing, compliance, operations, reporting, etc.
Client-Facing Heritage Team Members
Responsibilities will include but are not limited to, assisting with the on-boarding of new advisors to the Heritage team, management of systems/processes that are designed to help the advisory team better advise Heritage clients, etc.
Mandatory Professional/Personal Traits & Skills
Strong Follow Through skills
Strong organizational skills
Good Time Management
Ability to logically make decisions with data in hand and how it affects the team holistically
Strong Work Ethic
Good Positive Attitude
Ability to follow instructions
Flexible / Adaptable – able to pivot
Detail Oriented (Data entry)
Ability to learn quickly
Observant and self-motivated
Ability to professionally present self in appearance and communication
Ability to work alone and as a team as needed
Perform administrative duties
Online Filing/Record Keeping
Strong Integrity - dealing with confidential information
Ability to provide consistent attendance
Ability to receive feedback positively
Highly Productive & Efficient
Even Tempered; Calm under stress and pressure