TalentLink Solutions is an HR consulting firm dedicated to the independent financial advisor. We work nationally with advisory firms, supporting them with all things Human Resources. The majority of our work is centered around a firm’s recruiting and hiring process. We also assist with writing employee handbooks, counseling on employee relations issues, conducting compensation studies, management consulting, and more. Our clients are on a spectrum of sophistication as it relates to HR and include firms that are solo advisors thinking about making their first hire all the way to multi-billion-dollar, multi-state RIA’s. We have developed our brand and partnerships over the last ten years and continue to experience steady growth exclusively through referrals.
RemoteLink Solutions, a subsidiary of TalentLink Solutions, offers a remote assistant solution to advisors in the financial services industry. The business model allows an advisor to fill the need for support without taking on the liability, training, and management of hiring an employee. We help advisors who want to grow, we help advisors work less hours, we help advisors in transition – any time there is a need for additional support that isn’t quite full time, we fill that void!
We are an established company and care about taking care of our people. We have a full benefits offering, including medical, dental, vision, retirement plan with a match, paid time off, and more holidays than most industries. We also like to have fun, so we celebrate birthdays, anniversaries and have annual firm-wide celebrations, plus lots of other little extras through the year!
Position Overview:
In the last 10 years, we have grown from no employees to over 30. Due to our expansion, we have a newly created role to offer the right individual. This diverse role will have responsibilities that span our entire operation, allowing you to make an impact through your administrative finesse. You are a naturally curious person with a service-oriented approach. You have the tenacity and project management capabilities to implement projects from start to finish. You bring humility, a growth mindset, reliability, and exceptional communication skills to all that you do. Responsibilities to include:
Human Resources
Manage database of candidates, transferring and integrating information from multiple platforms, ensuring that details of all candidates are documented in an organized manner
Calendar management and updates
Post jobs to various job boards, social media outlets, and other relevant platforms; continuously monitor postings
Review/Write resumes and format as needed for presentation
DocuSign entry and management; background check entry
Support spreadsheet documentation and reporting
Mine for new job postings to include on our latest endeavor, an industry-specific job board; post those opportunities and contact the firm to notify
Advisor Transition
Conduct advisor onboarding calls to demonstrate the functionality of Smartsheet
Construct agreements and obtain advisor authorization
Create Smartsheet templates and grant access to advisors and their teams
Assist with data input provided by the advisor
Interact with home office Transitions team on new advisors and any issues that arise
Grant access to the home office Transitions team upon advisor affiliation
Office Management
Maintain and manage vendor relationships
Coordinate birthday and anniversary celebrations
Oversee office supply inventory
Arrange for meeting needs (technical set up, food, room reservation, etc.)
Support both Managing Partners with various projects
Qualifications:
Bachelors degree is highly preferred; or equivalent combination of education, training, and work experience
3+ years of administrative support experience required
