WEALTH MANAGEMENT ASSISTANT

Summary As a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the appropriate Wealth Management Consultant/Advisor Consultant/Relationship Manager and Service team towards achieving fulfillment of client, prospect, and consultant related requests. You will report to the Administrative Services Supervisor. Responsibilities Manage and organize calendars, schedule onsite & virtual meetings, along with management of Team email boxes Handle correspondence, including email, USPS mail, overnight mail, ensuring prompt responses on behalf of Financial Consultants/Relationship Managers Coordination of courier and overnight delivery of packages Coordinate travel, itineraries, and responsible for expense management for Financial Consultants Facilitate onboarding process for clients within Client Web Portal Maintain office supplies, Marketing Materials, Business Card ordering and more in support of Service Team Responsible for monitoring state registration process for Financial Consulatants, ensuringthey adhere to Compliance requirements Support collaboration with team members & acrossvarious departments to problem solve & improve processes Handle confidential information with discretion, adapts to shifting priorities, and seeks opportunities to offer solutions Track deadlines on projects to ensure deliverables align with company objectives Provide back-up coverage for other Administrative Assistants during vacation and sick periods Attend Client Receptions in respective Financial Consultants territories Manage and facilitate yearly holiday card & holiday gifting for Financial Consultants clients’ Assist with special projects that support the office as needed and assigned Other duties as assigned CRM Responsibilities Manage CRM data: Enter, edit, and monitor client and prospect information in Salesforce and related databases. Coordinate and execute large, firm-wide hard-copy and electronic mass mailings Preparation of client, prospect, and COI lists for Financial Consultants and Service Teams as it relates to client receptions, team events and more Data integrity as it pertains to address change information for clients, PFA’s and Broker Dealers, as well as clean-up & special projects Qualifications Education & Experience- Associate/Bachelors preferred; minimum of 2 years' experience in an Administrative Assistant role Exposure to/or experience with Salesforce database or similar CRM is a plus In-depth knowledge of Microsoft Word, Excel and PowerPoint Experience working in the financial or banking industry is a plus Excellent organizational and time management skills Strong written and interpersonal communication skills Ability to prioritize and complete multiple assignments in an accurate and timely manner Willingness to learn and adapt to firm needs Ability to follow the Firm’s Hybrid Policy (4 days in the office, 1 day Work from home) Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: Expected hourly rate between $22 - $28.25 per hour