What are the responsibilities and job description for the Wealth Management Assistant position at Robert Half?
Are you an experienced administrative professional with a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management team in Northern NJ. This role offers the opportunity to work in a fast-paced, client-focused environment where attention to detail and proactive support are key.What You’ll Do:Coordinate client meetings and manage pre/post-meeting documentationAssist with account openings, maintenance, and client service requestsMaintain CRM data integrity and generate client-facing reportsRespond to client inquiries promptly and professionally
Salary : $70,000 - $80,000