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A career you can count on...

The team at Cordell, Neher & Company, PLLC is passionate about our work, our service to clients, our fellow team members, and our involvement in the community. That passion, along with the fun that we have in the office and working together, has proven to be one of the most important factors in our Firm’s success.

Our greatest asset is our people – yes, it’s a cliché but we live it. To ensure our investment remains sound and continues to grow, we encourage continued professional education and development opportunities. This collaboration of knowledge and experience aids in pushing our standards and knowledge base beyond any requirements. As a team we cultivate a broad breadth of talent.

Does Cordell, Neher and Company, PLLC fit into your ideal career path? We are always looking for the right person to add to our team. In addition to competitive wages we offer our team members generous paid time off (PTO) plans; employer matched 401(k) and profit-sharing; comprehensive medical, vision and dental plans; a life insurance policy tied to annual compensation; continuing education and community service support.

Cordell, Neher & Company, PLLC is an Equal Employment Opportunity Employer.

A place you can live and grow...

The quality of life in the Wenatchee Valley is unsurpassed, evident by a steadily increasing population and a strong, diverse economy. The area’s natural beauty and abundance of recreational opportunities are two of the many reasons people come to the Wenatchee Valley.

With an urban area consisting of 80,000 people, the region offers the perfect balance of larger city amenities with the relaxed and friendly environment of a smaller town. Residents and visitors escape from their everyday routines on the Apple Capital Loop Trail, a pedestrian and bicycle path that meanders along the banks of the Columbia River, crossing at two points and connecting the cities of East Wenatchee and Wenatchee.

Source: Visit Wenatchee

Available Positions

Cordell, Neher & Company, PLLC is seeking to fill the following position(s):

Wealth Management Receptionist/Administrative Assistant

CNC Financial Group, LLC (Wenatchee, WA)

CNC Financial Group, an affiliate of Avantax Wealth Management, Inc., is continuing to grow and prosper!  Our Wealth Management Team is searching for an organized, detail-oriented professional with excellent time management skills to join our financial planning practice.

CNC Financial Group will help you reach your goals by equipping you with all of the knowledge, training and skills necessary to excel in your role. If you’ve got a warm and outgoing demeanor and would like to become part of a growing firm that embraces work/life balance in a strong team based environment, this opportunity is for you!

Qualifications:

  • At least three years of administrative office experience with interest in wealth management and investments preferred.
  • Professional and highly organized with excellent time management skills in order to prioritize effectively.
  • Experience supporting multiple managers and advisors with the ability to work independently.
  • Critical thinking skills, good judgment and effective problem solving abilities.
  • High level skills in Word, Excel, PowerPoint and Outlook required.
  • Excellent oral and written communications skills.
  • Ability to quickly learn and adapt to various software platforms.
  • Strong decision making and attention to details.
  • Demonstrated integrity, transparency and accountability.
  • A strong work ethic, personal pride in work performance and positive, professional attitude.
  • Desire and focus to work in a fast-paced, cohesive team environment.
  • Ability to be flexible and adjust plans quickly to meet changing business needs.
  • Professional internal and external office etiquette.

Responsibilities:

  • Assist with answering phones, attend to clients inquiries and needs or direct to appropriate team member.
  • Assist receptionist with greeting clients and notifying team members of client arrivals.
  • Assist clients daily with scheduling and rescheduling, send client appointment reminder cards, and confirm client appointments for multiple advisors and CPAs with complex calendars.
  • Prepare client mailings and outgoing correspondence.
  • Send faxes and track receipts for internal record keeping.
  • Maintain client lists. Assist with clients address updates in multiple systems.
  • Complete preparation of client meeting reports on a daily basis.
  • Efficient and detailed work in client relationship management software.
  • Organize and maintain department workstation and supplies needed for team.
  • Monitor all electronic filing issues, maintain client records, establish new client folders finalize client set up.
  • Prepare, complex electronic client files in preparation of client meetings on a deadline with attention to detail.
  • Follow firm naming conventions and protocol to maintain the integrity of client data.
  • Request and obtain outside statements from clients in advance of meetings.
  • Communicate clearly and effectively with professionals regarding constant changing client needs and requests.
  • Prepare agenda for member meetings. Review agenda with Director in advance and make revisions as appropriate.
  • Maintain meeting rooms in preparation of upcoming client meetings.
  • Perform general administrative and support functions for the CPA firm.
  • Additional duties as assigned.

Join a firm whose priority is service and excellence to their employees and clients. We offer competitive wages salary and excellent benefits including health, dental and vision insurance, 401(k) program with firm defined match, life insurance and more.

Fingerprint and background check required prior to employment.

Salary $22-27 per hour.

Senior Wealth Management Assistant

CNC Financial Group, LLC (Wenatchee, WA)

CNC Financial Group, LLC, an affiliate of Avantax Wealth Management, Inc., is continuing to grow and prosper! Our Wealth Management Team is searching for an organized, detail-oriented professional with excellent time management skills to join our financial planning practice. Preference will be given to candidates who possess securities and/or insurance licenses.

Our professional financial advisors and team members will help you reach your goals by equipping you with all of the knowledge, training and skills necessary to excel in your role. If you’ve got a warm and outgoing demeanor and would like to become part of a growing firm that embraces work/life balance in a strong team based environment, this opportunity is for you!

QUALIFICATIONS

  • Bachelor’s degree with a minimum of 5 years experience in a financial services, support, sales and admin capacity.
  • Active Series 7, Series 66 or Series 63 and 65. Life and health preferred. Clean FINRA U4 background check.
  • Working knowledge of investment products and platforms.
  • High level proficiency in Word, Excel, PowerPoint and Outlook required.
  • Professional and highly organized with excellent time management skills in order to prioritize workloads effectively.
  • Experience supporting senior level leaders with the ability to work independently in support of advisors.
  • Critical thinking skills, good judgment and effective problem solving abilities.
  • A strong work ethic requiring minimal supervision and personal pride in work performance.
  • Demonstrated integrity and transparency.
  • Ability to make a decision based on proven judgement and experience.
  • Effective, proactive, and professional verbal and written communications skills.
  • Utmost discretion in working with sensitive and confidential information.
  • Effectiveness in a fast-paced, cohesive team environment with a positive, professional attitude.
  • Flexibility and ability to adjust plans quickly to meet changing business needs.
  • A genuine, vested interest in serving and caring for the needs of others with a true love for helping our clients on their path to success.

RESPONSIBILITIES

  • Follow established procedures, balance priorities, meet team goals and objectives in a fast changing work environment.
  • Perform complex administrative tasks for the director and partnership group.
  • Compile data, prepare and analyze reports using software including Redtail CRM and Morningstar.
  • Answer client questions in accordance with FINRA compliance standards for the financial industry.
  • Provide support to financial advisors in the areas of reporting, customer/business documentation, sales and service goals.
  • Maintain financial service databases, conduct financial research, complete special projects as assigned.
  • Correspond with clients to complete new account setups, asset transfers, and other brokerage transactions.
  • Provide processing, operational, administrative and client service support.
  • Provide specialized service and standout experiences to clients.
  • Perform high level administrative and support functions for the office.
  • Prepare client paperwork, run reports, answer telephones.
  • Provide independent, detailed, and specific follow up with clients as assigned.

Join a firm whose priority is service and excellence to their employees and clients. We offer excellent benefits including health, dental and vision insurance, 401(k) program with firm defined match, life insurance and more.

Fingerprint and background check required.

Salary Range:  $36 - $46 per hour DOE.

Apply Today

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    (509) 663-1661  - Wenatchee
    (800) 767-7725  - Toll Free

    (509) 662-5678
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    P.O. Box 3068
    Wenatchee, WA 98807-3068

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    Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.

    Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

    Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services.SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth Management.SM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

    The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

    This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

    Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with CNC Financial Group, LLC.

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