topechelon
The role supports financial advisors by handling daily administrative tasks such as opening client accounts, preparing documentation, and managing client information, while also preparing presentations and utilizing financial planning software. It requires a bachelor's degree, at least two years of experience in financial services, and strong technical and communication skills.
Top Echelon is a recruiter-focused platform combining TE Recruit™ (a unified ATS/CRM) with TE Network™ (a collaborative recruiter network) to help staffing professionals scale their businesses. The platform enables recruiters to source, manage, and share candidates and job opportunities, accelerating time-to-fill and increasing placements through collaboration and technology. Built for agency workflows, Top Echelon emphasizes integration of recruiting tools, networked placement opportunities, and analytics to streamline processes and grow revenue.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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