Wealth Management Administrative Assistant

About the role

A local wealth management firm is seeking an Administrative Assistant to support advisors and deliver an exceptional client experience. The role involves providing administrative support, preparing materials, coordinating meetings, and maintaining client records.

Responsibilities

• Provide administrative support to advisors, assisting with day-to-day operations and client service activities.
• Prepare materials, reports, and presentations for client meetings.
• Cook up meeting schedules, maintain calendars, and assist with appointment preparation.
• Serve as a primary point of contact for client inquiries, responding promptly and professionally.
• Process new account paperwork, account maintenance requests, and other client service transactions.
• Maintain accurate client records, documentation, and CRM information while ensuring compliance with internal policies.
• Cook up with custodians, investment providers, and other external partners to facilitate client requests.
• Prepare client correspondence and other administrative documentation.
• Aid in account reviews by organizing client information and preparing supporting materials.
• Maintain confidential client information with the highest level of discretion.
• Support ongoing process improvements and contribute to an organized, client-focused office environment.
• Aid in additional administrative projects and operational initiatives as needed.

Qualifications

• 2+ years of administrative experience within wealth management, financial planning, investment advisory, or private banking.
• Experience supporting financial advisors or client-facing wealth management professionals strongly preferred.
• Familiarity with client account administration, new account processing, and financial services documentation.
• Experience working with CRM systems and financial services technology platforms.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills with a client-first mindset.
• Ability to manage multiple priorities while maintaining accuracy in a fast-paced environment.
• High level of professionalism and discretion when handling confidential client information.