Do you create scary detailed to-do lists and love crushing tasks ahead of schedule? Are you obnoxiously curious who isn’t afraid to ask questions and will run through walls to seek out answers? Does juggling multiple dynamic projects while learning multiple languages like tax-ese, legal-ese, and investment-ese sound like a great time? Do you love working in a high-energy team environment for a small organization where everyone’s contribution and opinion actually matters?
If so, our Client Operations Coordinator role may be for you.
COMPANY
Mosaic serves Texas-based entrepreneurial families.
Mosaic was built on a unique business model – to provide unbiased, comprehensive advice in exchange for a fixed quarterly fee.
We don’t manage money for a fee, sell insurance products, draft legal documents, or prepare tax returns.
By completely aligning our financial incentives with our client’s interests, we can neutralize professional egos, eliminate conflicts of interest, and remain agnostic as to the makeup of our client’s outside advisory team.
As a result, we don’t compete with other advisors, we complement them.
Mosaic is far from stuffy – we work hard to cultivate a culture full of laughs, respect, and humility. Company outings, regular educational and team-building opportunities, and a pantry full of snacks are small examples of the tight-knit team we have.
LOCATION
We believe the serendipity that comes from the entire team occupying the same physical space can’t be replicated online and as such, we collaborate in the office every day. While remote or hybrid positions aren’t offered, flexibility is available as needed.
OPPORTUNITY
The Client Operations Department serves as “Air Traffic Control” between internal Mosaic teams, external professional advisors, and the families we serve.
Each Client Operations team consists of a Client Operations Analyst and 1 – 2 Client Operations Coordinators collaborating to design, implement, and maintain the complex tax, legal, financial, and business structures entrepreneurial families depend on to grow, protect, and transfer their success.
Primary responsibilities include:
CANDIDATE
Being smart, hardworking, and honest are the minimum barriers to entry. To thrive at Mosaic, the individuals we are seeking must possess intangible qualities such as:
Minimum qualifications include:
COMPENSATION
This role is eligible for a compensation package which includes:
Annual Bonus up to 20.0% of salary or $15,000
Tagged as: Graduate, Legal, tax, Tech, technology
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