A well-established, growth-oriented wealth management firm is seeking a polished and service-driven Wealth Management Assistant to support a team of advisors. Known for its collaborative culture and client-first approach, the organization offers a fast-paced environment where team members play a key role in delivering a high-quality client experience.

This role is ideal for a detail-oriented professional who enjoys supporting relationships, managing logistics, and ensuring every client interaction runs smoothly.

Key Responsibilities

• Manage client scheduling and coordinate meeting logistics for advisors
• Serve as a key point of contact for clients, delivering a professional and responsive experience
• Maintain and update client information within CRM and internal systems
• Prepare and distribute client agreements and documentation (notary support as needed)
• Assist with administrative support for client service and operations
• Support internal and external events, as well as ad hoc projects
• Provide backup support to the broader administrative team as needed

Qualifications

• 3+ years of administrative or client service experience in a professional environment
• Strong organizational skills with the ability to manage multiple priorities
• Excellent written and verbal communication skills
• High level of professionalism, discretion, and attention to detail
• Proficiency in Microsoft Office and experience with CRM systems
• Ability to work both independently and collaboratively in a fast-paced setting

Skills & Competencies

• Service-oriented with a focus on delivering a polished client experience
• Proactive, adaptable, and resourceful
• Strong attention to detail and follow-through
• Sound judgment and problem-solving skills
• Ability to handle confidential information with care

Work Environment

• Fast-paced, team-oriented professional services setting
• Hybrid work environment with flexibility based on business needs