Wealth Management Assistant

SummaryAs a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the appropriate Wealth Management Consultant/Advisor Consultant/Relationship Manager and Service team towards achieving fulfillment of client, prospect, and consultant related requests. You will report to the Administrative Services Supervisor.ResponsibilitiesManage and organize calendars, schedule onsite & virtual meetings, along with management of Team email boxesHandle correspondence, including email, USPS mail, overnight mail, ensuring prompt responses on behalf of Financial Consultants/Relationship ManagersCoordination of courier and overnight delivery of packagesCoordinate travel, itineraries, and responsible for expense management for Financial ConsultantsFacilitate onboarding process for clients within Client Web PortalMaintain office supplies, Marketing Materials, Business Card ordering and more in support of Service TeamResponsible for monitoring state registration process for Financial Consulatants, ensuringthey adhere to Compliance requirementsSupport collaboration with team members & acrossvarious departments to problem solve & improve processesHandle confidential information with discretion, adapts to shifting priorities, and seeks opportunities to offer solutionsTrack deadlines on projects to ensure deliverables align with company objectivesProvide back-up coverage for other Administrative Assistants during vacation and sick periodsAttend Client Receptions in respective Financial Consultants territoriesManage and facilitate yearly holiday card & holiday gifting for Financial Consultants clients'Assist with special projects that support the office as needed and assignedOther duties as assignedCRM ResponsibilitiesManage CRM data: Enter, edit, and monitor client and prospect information in Salesforce and related databases.Coordinate and execute large, firm-wide hard-copy and electronic mass mailingsPreparation of client, prospect, and COI lists for Financial Consultants and Service Teams as it relates to client receptions, team events and moreData integrity as it pertains to address change information for clients, PFA's and Broker Dealers, as well as clean-up & special projectsQualificationsEducation & Experience- Associate/Bachelors preferred; minimum of 2 years' experience in an Administrative Assistant roleExposure to/or experience with Salesforce database or similar CRM is a plusIn-depth knowledge of Microsoft Word, Excel and PowerPointExperience working in the financial or banking industry is a plusExcellent organizational and time management skillsStrong written and interpersonal communication skillsAbility to prioritize and complete multiple assignments in an accurate and timely mannerWillingness to learn and adapt to firm needsAbility to follow the Firm's Hybrid Policy (4 days in the office, 1 day Work from home)PerksHealth, dental & vision insuranceEmployer HSA contributionOpt out credit401k employer matchPaid volunteer daysGym reimbursementFree access to a Workplace Financial AdvisorCompensation: Expected hourly rate between $22 - $28.25 per hour

Created: 2025-03-03