Wealth Management Business Associate

About the role

Join our dynamic team as a Wealth Management Business Associate. This role involves providing administrative support to wealth management professionals, managing client communications, and assisting in the organization of client meetings.

Responsibilities

• Handle incoming and outgoing client communications via phone, email, and in-person meetings.
• Prepare meeting materials and assist in organizing client meetings.
• Manage client files and ensure accurate record-keeping.
• Support the development and implementation of client strategies.
• Perform other related duties as assigned.

Requirements

• Bachelor’s degree in Business Administration, Communications, or a related field.
• At least 2 years of relevant experience in a professional setting.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite.

Qualifications

• Ability to handle confidential information with discretion.
• High level of professionalism and attention to detail.
• Ability to work independently and as part of a team.

Skills

• Proficient in Microsoft Office Suite.
• Experience with CRM systems is a plus.
• Strong interpersonal and customer service skills.

Benefits

• Competitive salary package.
• Flexible working hours.
• Professional development opportunities.
• Health insurance benefits.

Pay

$50,000 - $60,000 annually.

Schedule

Full-time, Monday through Friday, 9:00 AM - 5:00 PM.

Contact

To apply, please fill out the form below. We look forward to hearing from you!