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