About Hurley Capital:

Hurley Capital is a New York-based Financial Planning and Investment Management Firm.

Our primary objective is to help clients secure their financial future through wealth planning and investment services. Our robust planning process encompasses the full financial lifecycle from accumulation and preservation to distribution and legacy planning. We endeavor to generate risk-adjusted returns appropriate to client goals using risk-based ETF strategies or our flagship conservative equity and fixed income-based model.

Job Overview:

At Hurley Capital we operate within the dynamic realm of finance, providing comprehensive services to our esteemed clients. As a director of client services in our dynamic team, you will thrive in a fast-paced environment, demonstrating a proactive approach to tasks and an unwavering commitment to quality. This role is multifaceted, requiring a blend of administrative prowess, organizational finesse, and exceptional interpersonal skills. Your daily routine will include interaction with various clients managing account openings in coordination with custodians. You will work directly with the CEO, providing executive support as needed and managing office operations. You will need to adapt procedures, processes and techniques to complete assignments in line with the company’s activities and goals. Our work environment fosters diligence, intelligence, and insightful discussions, creating the perfect space for individuals dedicated to getting things done efficiently and effectively.

Job Responsibilities:

1. Handle account administration tasks, including account openings and liaising with Schwab and Fidelity.
2. Produce and manage documents with meticulous attention to detail.
3. Serve as the first line of defense, answering calls with enthusiasm and professionalism.
4. Assist with compliance-related tasks under the guidance of Hurley Capital’s legal team.
5. Manage office operations and provide executive support as needed.
6. Demonstrate a personable and sociable demeanor, fostering a positive work environment.
7. Maintain a high level of responsiveness and availability to meet the team's needs.
8. Uphold integrity and trustworthiness in all interactions.
9. Collaborate on creating presentation decks and formatting newsletters.

Qualifications:

• A minimum of 3+ years of industry experience, savvy in financial administration or financial services
• Proficiency with Microsoft Office
• Associate or bachelor’s degree in a related field (accounting, finance, business administration)
• Excellent verbal and written communication skills
• Must exhibit ability to take direction well and maintain strong attention to detail
• Fast learner bringing a problem-solving mindset
• Exceptional interpersonal skills with excellent rapport building capabilities
• Exhibits strong organizational skills, works efficiently, and is able to manage multiple priorities
• Maintains a high standard of ethics and unwavering integrity
• Desires work-life balance and a strong collaborative culture
• Strong interest and desire to contribute to a growing business
• Possesses discretion and appreciates confidentiality and carefulness at work
• Familiarity with eMoney and experience dealing with custodians such as Schwab or Fidelity is preferred

Benefits:

• 2 weeks paid vacation
• All stock market holidays off/paid
• 100% health insurance coverage for the employee (50% for additional family members thereafter)
• Annual 401(k) contribution (approximately 5%)
• Developmental Stipends
• Year-end bonus

Time: Full time; no travel required; must be willing to go in office, located in Midtown Manhattan, NYC
Compensation Range: $75K - $90K; Competitive based on experience and skill levels

To apply, please submit your resume to the:  https://retensa.applicantstack.com/x/apply/a2rbt5ipj0os/aa0

Hurley Capital is an Equal Opportunity Employer

Due to the high volume of applicants, we may only be able to contact qualified candidates.