Data Entry And Personal Assistant

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Data Entry And Personal Assistant

Socha Capital

September 26, 2026

Location: Remote
Salary: $0 - $20,000
Job Type: Full-Time
Seniority Level: Senior-Level

Job Description

Socha Capital (also operating as Socha Capital Wealth Strategies) is an Austin, Texas–based wealth management firm and multi-family office. Founded by CEO Jeff Socha, the firm specializes in tax-efficient wealth management, risk mitigation, and strategic financial planning designed specifically for founders, entrepreneurs, and ultra-high-net-worth families earning over $1,000,000 annually

Requirements & Responsibilities

  • Certifications: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or Certified Public Accountant (CPA) credential preferred.
  • Experience: 3+ years of experience in wealth management, financial planning, or multi-family office environments
  • Tax Strategy: Strong knowledge of advanced tax planning, tax reduction strategies, and estate planning for high-net-worth individuals and entrepreneurs.
  • Investment Management: Experience managing investment portfolios and client risk profiling.
  • Client Relationship Management: Proven ability to manage high-net-worth client relationships ($1M+ annual income/liquid net worth).
  • Software & Tools: Proficiency with financial planning software (e.g., eMoney, RightCapital) and CRM systems (e.g., Salesforce, Wealthbox).