Millstone Financial Group is growing and looking for a dynamic and ambitious person to join our firm. Are you looking to help others, gain new knowledge, and juggle multiple tasks? As a Client Specialist, you will be a crucial part of welcoming new clients, aiding current clients, and connecting with our Financial Advisors. We highly value leadership, communication, and teamwork. We are offering competitive compensation and benefits for this opening. Responsibilities: • Onboard prospects to clients • Open and manage new accounts • Provide exceptional service to clients and prospects • Assist in the planning and running of everyday operations • Provide administrative and operational assistance to senior leadership • Work closely with our Financial Advisors to develop and execute financial plans • Develop and distribute monthly and quarterly production reviews • Retain archival and administrative records, as well as equipment inventory and office supplies Qualifications: • This is an in-office role • US Work Authorization • At least 18 years of age • Proven experience in client-facing role • Excellent working knowledge of Microsoft Office suite • Strong leadership, organizational, and communication skills • Ability to set and meet goals and objectives • Ability to analyze and develop work processes • Detail-oriented and ability to multitask • Ability to work in a fast-paced environment • Excellent teamwork and collaboration skills Compensation: $50,000 to $55,000

• Onboard prospects to clients • Open and manage new accounts • Provide exceptional service to clients and prospects • Assist in the planning and running of everyday operations • Provide administrative and operational assistance to senior leadership • Work closely with our Financial Advisors to develop and execute financial plans • Develop and distribute monthly and quarterly production reviews • Retain archival and administrative records, as well as equipment inventory and office supplies