As a Wealth Advisor Executive Administrative Assistant, you will help provide administrative support and appointment preparation to an advisor/s, including paperwork, preparing reports, and other administrative tasks as needed. The ideal candidate has strong attention to detail and client service skills.

Essential Day-to-Day Duties and Activities

• Answer phones, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Assist with information and documentation requirements for new and existing accounts.
• Proactive outreach to clients and advisors on time sensitive activities
• Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology

Required Skills and Abilities

• 2 Years in a similar role or as an administrative professional
• Knowledge and understanding of financial terms, strategies, and products
• Experience with a similar role with a wealth advisory firm is a plus, but not required
• Comfortable with Microsoft suite of products: Excel, Word, Outlook, PowerPoint

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $26.45 - $31.00 per hour. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.