What are the responsibilities and job description for the WEALTH MANAGEMENT ASSISTANT position at Manning & Napier?
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
Qualifications
Compensation : Expected hourly rate between $22 - $28.25 per hour
Salary : $22 - $28
