Finura
This senior, hands-on role involves taking ownership of client relationships and providing high-quality administrative support to Financial Advisers across the full client journey. The position requires building trusted relationships with clients, coordinating administration for new business and ongoing servicing, and proactively managing deadlines to ensure efficient workflow. The successful candidate will work collaboratively with advisers and team members to deliver an exceptional client experience while contributing to process improvements.
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
View leadership team, funding history,
and employee contacts for Finura.
31% below the average for this role