What are the responsibilities and job description for the Wealth Manager Assistant position at French Wealth Management LLC?
About Us
French Wealth Management is a client-focused financial advisory firm dedicated to helping individuals and families build, protect, and grow their wealth. We pride ourselves on personalized service, integrity, and long-term client relationships.
About the Role
We are looking for a detail-oriented and proactive Wealth Manager Assistant to support our advisory team in delivering exceptional service to our clients. This is an excellent opportunity for someone with a few years of experience in financial services who wants to grow their career in wealth management.
Key Responsibilities
- Provide administrative and operational support to wealth managers
- Prepare client meeting materials, reports, and portfolio summaries
- Schedule and coordinate client meetings, calls, and follow-ups
- Maintain and update client records and account information (CRM)
- Assist with account opening, transfers, and paperwork processing
- Communicate with clients and custodians to resolve requests and inquiries
- Help prepare compliance documentation and ensure regulatory requirements are met
- Monitor deadlines for account reviews, renewals, and required disclosures
- Support the preparation of financial plans and investment proposals
- Handle confidential client information with discretion and professionalism
Qualifications
- 1–3 years of experience in wealth management, financial services, or a related administrative role preferred
- Bachelor’s degree in finance, Business, Economics, Marketing, or a related field preferred
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Excel, Word, Outlook); CRM experience a plus
- Ability to manage multiple priorities in a fast-paced environment
- Discretion in handling sensitive financial and personal information
What We Offer
- Competitive salary based on experience
- Opportunity to grow within a client-centered wealth management firm
- Hands-on mentorship from experienced wealth managers
- Collaborative, professional on-site work environment
- Opportunity for further career development in the finance industry
French Wealth Management is an equal opportunity employer.
Pay: $20.00 - $28.00 per hour
Benefits:
- Flexible schedule
- Professional development assistance
- Retirement plan
Education:
- Bachelor's (Preferred)
Location:
- Kalispell, MT 59901 (Preferred)
Work Location: In person
Salary : $20 - $28