Wealth Administrative Associate I

About the role

Support account administration, handle client and internal communications, prepare documentation, complete accountings, maintain records and reports, and assist with administrative tasks and special projects.

Responsibilities

• Assist Wealth Advisors with account maintenance, transactions, bill payments, transfers, and receipts.
• Manage communications: Handle client and internal correspondence via phone, email, and written communication.
• Prepare documentation: Draft letters, reports, and account-related documents to support fiduciary services.
• Complete accountings: Assist in preparing court accountings, inventories, and related documentation for review.
• Maintain records and reports: Prepare spreadsheets and reports to support account tracking and administration.
• Provide team support: Assist Wealth Advisors with administrative tasks and special projects as needed.

Requirements

• High school diploma or equivalent
• 3–5 years of clerical experience in accounting, legal, or financial services preferred
• Strong organizational skills and attention to detail
• Strong written and verbal communication skills
• Strong math skills and ability to work with financial data
• Proficiency in Microsoft Word and Excel
• Ability to manage multiple priorities and work under pressure
• Professional communication skills, including phone etiquette
• Ability to remain in a stationary position for up to 75% of an eight (8) hour workday
• Ability to review information and details at close range (within a few feet)

Qualifications

• High school diploma or equivalent
• 3–5 years of clerical experience in accounting, legal, or financial services preferred

Skills

• Strong organizational skills and attention to detail
• Strong written and verbal communication skills
• Strong math skills and ability to work with financial data
• Proficiency in Microsoft Word and Excel
• Ability to manage multiple priorities and work under pressure
• Professional communication skills, including phone etiquette
• Ability to remain in a stationary position for up to 75% of an eight (8) hour workday
• Ability to review information and details at close range (within a few feet)

Benefits

• Medical, dental, vision, and employer-paid life and disability insurance
• 401(k) match
• Employee Stock Ownership Program (ESOP)
• Banking benefits
• Paid time off, including 11 Federal Reserve bank holidays
• Tuition assistance and professional development programs

Pay

Competitive Pay

Schedule

Part-Time, Hourly Non-Exempt