What are the responsibilities and job description for the Admin & Investment Support Specialist position at Ruby Wealth Management LLC?
Job title:
Admin & Investment Support Specialist — Reception, Investment & Tax Assistant, Administrative Assistant.
Company intro:
Hibbard & Ruby Wealth Management is an independent Wealth Management firm located in Manitowoc, WI. Our team offers fiduciary Investment Management, Financial Planning, Retirement Planning, and Tax Preparation Services.
www.hrwealthmanagement.com
Job position description:
We’re looking for a full-time individual who is interested in joining our firm as an administrative team member. The ideal candidate is someone who has experience as an administrative assistant or someone with experience in financial services.
Starting pay ranges from $18 - $22/hour. Starting pay is based on previous work experience and/or experience in the financial industry.
The ideal start date for this position would be November-December 2025.
Top benefits or perks:
As a team member at Hibbard & Ruby Wealth Management, you’ll receive:
- 401(k) & 401(k) Employer Match
- Paid Time Off
- Paid Holidays
- Bonus Opportunities
Job Position Responsibilities:
- Providing reception and excellent customer service to our Investment & Tax clients while maintaining complete client confidentiality.
- Assisting the Wealth Management Professionals in preparing investment paperwork and opening new accounts.
- Handling incoming phone calls and scheduling appointments.
- Receiving & Processing client payments for Tax Preparation Services.
- Preparing Tax Folders for client pickup, making copies of necessary tax documents, and possible tax Data-Entry.
- Ensuring data in our firm’s CRM is up-to-date and correct.
- Maintaining Inventory of Office Supplies.
- Assist in maintaining a clean, organized, and welcoming office environment.
Job Position Requirements:
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite
- Ability to multitask and prioritize tasks effectively
- Detail-oriented with excellent organizational skills
- Eagerness to learn and contribute to a professional work environment
- Preferred: Experience with client relationship management (CRM) software
- Preferred: Experience in an administrative assistant role and/or experience in the financial services industry
Location:
Hibbard & Ruby Wealth Management is located in Manitowoc, WI.
Contact/application information:
If you’re interested in this opportunity, please apply and/or email your resume to dylan@rubywm.com. We look forward to hearing from you!
Salary : $18 - $22