Wealth Assistant

We are seeking a detail-oriented and proactive Wealth Assistant to support our wealth solutions team. This role is essential in ensuring seamless client service, efficient office operations, and strong organizational support for our advisors. The ideal candidate thrives in a fast-paced environment, demonstrates professionalism, and is committed to delivering exceptional client experiences. 

Essential Position Responsibilities: 

• Accurately prepare, process, and track client paperwork, ensuring compliance with firm and regulatory standards 

• Coordinate and manage appointments, meetings, and calls for advisors, optimizing schedules for efficiency 

• Serve as a key point of contact for clients, addressing inquiries, facilitating requests, and ensuring prompt follow-up 

• Assist with day-to-day administrative tasks, including data entry, correspondence, and office organization 

• Contribute to firm-wide initiatives and special projects as needed, supporting overall team success 

Requirements

Qualifications and Skills: 

• Administrative experience in a professional setting preferred 

• Experience using Microsoft and CRM systems preferred 

• Ability to work on multiple projects and meet deadlines 

• Strong organizational skills and attention to detail 

• Ability to communicate clearly in writing and verbally 

• Team player 

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.