What are the responsibilities and job description for the CRM Administrator position at DBHW Wealth Partners?
Wealth Administrator Role
We are seeking a highly organized and detail-oriented Wealth Administrator to support our financial advisors and ensure seamless client service.
This role will focus on operational efficiency, client account management, and administrative support to help drive the success of our wealth management team.
Key Responsibilities:
- Assist financial advisors with client onboarding, account setup, and documentation processing
- Manage and maintain client records, ensuring compliance with regulatory requirements
- Coordinate and process investment transactions, fund transfers, and account maintenance requests
- Prepare reports, statements, and other materials for client meetings
- Stay up to date with industry regulations, firm policies, and financial products
Requirements:
- Proficiency in CRM systems, financial software, and Microsoft Office Suite
- Bachelor's degree in Finance, Business Administration, or related field preferred
- Years of experience in financial services, wealth management, or client service roles preferred
- Strong knowledge of financial products, retirement accounts, and industry regulations preferred
About DBHW Wealth Partners:
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public.
Our mission is to provide supporting, trusting and ongoing relationships with our clients. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Work Environment:
Prolonged periods sitting or standing at a desk and working on a computer. This position is an in-office position.
Firm Sponsored Benefits:
As a full-time team member of the firm, you will be eligible to participate in several firm-sponsored benefits. We also close our office for 7 holidays, and have a floating holiday available for use as well.
