Job Description

About Elwood & Goetz

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, Charleston, and Naples. As fiduciaries to our clients, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. We believe that financial planning is first and foremost a helping profession.

Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 500 families in over 35 states with an extremely high client retention rate.

In 2023, Elwood & Goetz was named one of America’s Best Places to Work for Financial Advisers by InvestmentNews for the second consecutive year.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

Our Mission

As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.

Our Vision

To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.

To achieve our mission and vision, we will:

• Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
• Identify and eliminate financial stress, confusion, and burden for our clients.
• Share advice and education that is both  unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
• Develop the best team of  caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.

Our Values

Integrity

• Use good judgment and do the right thing.
• Be accountable. Share credit and shoulder responsibility.
• Communicate authentically and transparently.
• Act in good faith — with positive intent and alacrity.

Sophistication

• Foster curiosity.
• Pursue lifelong learning and growth.
• Avoid shortcuts that compromise value. Put in the time and focus on the details.
• Exceed expectations and deliver exceptional experiences.

Generosity

• Treat people with kindness, dignity, and compassion.
• Be passionate about helping our clients, our colleagues, and our communities.
• Build relationships rooted in mutual trust and respect.
• Encourage gratitude and appreciation.

Diverse Talent Statement

Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.

Description & Responsibilities

One of our firm’s key differentiators is our detail-oriented, responsive client service. The receptionist position is essential to maintaining this renowned level of quality service. You will support the Elwood & Goetz team and firm leadership through mission-critical operations. The receptionist is the first person to make in-person contact with our clients and should offer a welcoming and positive attitude. Specific responsibilities will include:

• Perform clerical tasks such as data entry, maintaining client files, answering telephones, taking messages, returning calls, faxing, photocopying, filing, sorting mail, or mailing. 
• Preparing meeting spaces.
• Greeting and welcoming clients. 
• Assisting with client gifting.
• Provide additional assistance to office directors and partners as assigned.
• Opening and closing the office.

All levels of experience are welcome and encouraged to apply for this position. However, previous experience in a similar administrative or operations role would be ideal. This position is based out of our Athens, Georgia, office.  This is for a part-time position of 25 hours per week.

Requirements & Qualifications

• Experience with Microsoft Office and Google Workspace.
• Conscientious and detail-oriented. 
• Self-motivated with a positive attitude.
• Outstanding organizational skills.
• Desire to help others.
• Accept the daily obligation to further our mission, pursue our vision, and enact and embrace our core values.
• A steadfast commitment to our fiduciary oath and ethical standards.
• High standard of personal integrity and discretion.
• Strong communication and interpersonal skills.

Compensation & Benefits

• Starting compensation of $20/hour.

For consideration, please email your resume and cover letter to  laurel@elwoodgoetz.com

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