Jacobson Wealth Management is family owned, growth-focused, and client-obsessed private wealth management firm in the Napa Valley. We’re looking for the bedrock/glue of our office: someone who loves routine, takes pride in details, and keeps clients and teammates smiling. Key Responsibilities: Client Onboarding: Opening client account; preparing and submitting paperwork; following up with clients; Client Relations: Answering phones; greeting clients; answering administrative questions; Maintaining up to date client records; Documentation: Generating and storing copies and records; Office Logistics: Maintaining office supplies and office cleanliness;