Administrative Assistant, Investment Team

The Administrative Assistant is a critical part of the Investment team at Mariner, responsible for delivering extraordinary service and care. The primary responsibility of this position is to support Mariner’s portfolio consulting effort & larger investment team. In this role, you will engage with advisors to schedule calls, assist with follow-ups, help with investment-related content creation, and support the Portfolio Management & Consulting office. If you love building relationships, investments, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be curious, caring, and genuinely demonstrate the highest level of client service. 

Responsibilities 

• Track advisors & schedule meetings for consultants
• Help maintain investment education materials
• Assist advisors in finding relevant investment materials
• Support Portfolio Management & Consulting and the larger Investment team
• Handle assorted tasks for the Sacramento portfolio consulting office

Skills and Knowledge

• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
• Positive attitude toward exceptional and proactive client service 
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Strong verbal and written communication skills are essential
• Highly organized with strong analytical skills
• Able to work in a team environment

Qualifications

• A minimum of 3 years of experience working in a service-oriented role within a professional environment
• Wealth management or other financial service experience a plus
• Curiosity to learn about investments

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Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com.