Financial Advisor Assistant

The Wealth Management Administrative Assistant plays a pivotal role in supporting a small team by providing efficient administrative and client assistance. This position involves direct communication with clients, managing appointments, coordinating account details, and ensuring smooth document and data handling within a wealth management context. The ideal candidate is organized, discreet, and familiar with wealth management technologies such as account opening paperwork, proposal preparation, financial planning applications and similar tools;

Responsibilities

• Provide client support through direct communication and service
• Schedule appointments and coordinate calendars for wealth management team
• Manage and organize documents and paperwork accurately
• Perform data entry and maintain client accounts
• Handle communications including emails, calls, and inquiries
• Prepare reports and assist with compliance-related activities
• Maintain detailed records and organize office operations

Preferred Qualifications

• 3 years of experience in administrative support, preferably in wealth management
• Proficient in Microsoft Office Suite and CRM software
• Proficient with Wealth Management technology
• Strong customer service and communication skills
• Effective organization and time management abilities
• Upholds confidentiality and demonstrates problem-solving skills