Financial Services Coordinator

Description

This individual will serve as an essential resource for advisors and clients by coordinating account paperwork, client onboarding, billing activities, and administrative processes related to financial planning and investment services.

The ideal candidate brings prior experience within the financial services industry and understands the importance of accuracy, compliance, confidentiality, and exceptional client service.

Additional Skills & Qualifications

Experience supporting financial advisors, wealth managers, or registered representatives
Familiarity with investment account paperwork and client onboarding processes
Experience using Orion, Charles Scwhab, or Fidelity platforms
Knowledge of retirement accounts, brokerage accounts, and financial planning processes
FINRA licenses not required but considered a plus

Job Type & Location
This is a Permanent position based out of Rock Hill, SC.
Pay and Benefits
The pay range for this position is $55000.00 - $70000.00/yr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Salaried (full-time) team members are eligible for the full benefits package below. Part-time and hourly team members may be eligible for select benefits.

INSURANCE & RETIREMENT
Medical Insurance - BNA contributes $650/month toward your individual premium. Dependent coverage available via payroll deduction. Starts after 1 month of service.
Life Insurance - Firm pays the full cost of coverage. ($25,000). Starts after 1 month of service.
Long-Term Disability - Firm pays the full cost of coverage. Starts after 1 month of service.
Short-Term Disability - Firm-paid. 8-day grace period, then 60% of earnings for up to 12 weeks. Per plan document.
401(k) Plan - Eligible after one year with company match. See plan details for match information. Per plan document.

PAID TIME OFF (PTO)
Sick days are counted as part of your PTO allowance. Requests must be approved in advance by your manager and logged on your calendar.
Milestone
Total PTO Days / Year
Full-time, standard - 20 days (use it within the calendar year no payout at termination)
After 10 years - 25 days (+5)
After 20 years - 30 days (+5)

PAID HOLIDAYS
New Year's Day Tax Day (floating) Memorial Day Independence Day Labor Day Rosh Hashana & Yom Kippur (if on a weekday)
Thanksgiving Day & the day after Christmas Eve (half day) Christmas Day

PAY & BONUSES
Paid twice a month the 15th and last day (moves to the prior Friday if it falls on a weekend).
Direct deposit
Performance bonuses are discretionary, based on firm and typically paid in May.
CPA exam support: BNA covers your review course, exam fees, and registration (pre-approved). Pass within 13 months of hire for a $2,500 bonus.
Job Type & Location
This is a Permanent position based out of Rock Hill, SC.
Application Deadline
This position is anticipated to close on Oct 30, 2026.
Workplace Type
This is a fully onsite position in Rock Hill,SC.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.