ADMINISTRATIVE ASSISTANT
$50k - $60kSEEK Careers Staffing
Job Description
Job Description
Wealth Management Support Specialist
Location: West Bend (On-Site) Position Type: Full-Time
Our Client's Mission
"To empower our clients to achieve their financial aspirations through strategic wealth management, unwavering integrity, and exceptional, personalized service. We believe in building lasting relationships grounded in trust, transparency, and a commitment to continuous growth."
Position Overview
Are you a highly organized, detail-oriented, and growth-driven Wealth Management Support Specialist ? This role is central to the daily operations of the firm, ensuring that clients receive proactive, top-tier service while keeping advisors prepared and workflows moving seamlessly from start to finish.
The ideal candidate is a tech-savvy problem solver who thrives in a fast-paced, hands-on environment. If you are committed to accuracy, professionalism, and continuous improvement—and are looking for a role where you can truly grow within the financial services industry—this is the perfect opportunity.
Hours: M-Th 7:30-4:00, F 7:30-3pm
Salary: $50,000-60,000 DOE
Benefits: Paid Time Off, Approximately 13 Paid Holidays, Simple IRA with a 3% match.
Experience & Knowledge:
- Prior experience in financial services, wealth management, client service role is strongly preferred.
- Proficient in Microsoft
- Detail Orientated
- Tech-savvy and can quickly learn and adapt to new systems, platforms, and processes.
Skills & Attributes:
- Organized
- Service-Driven
- Problem Solver
- Adaptable
- Growth-Oriented
Key Responsibilities:
Client Service & Account Management
- Work with Clients to Guide them through Online Documents and Processes
- Facilitate statements, forms, and rollover documentation
- Guide clients through online account access and troubleshooting
Advisor Support & Meeting Coordination
- Manage business communications with a Client-First Mindset
- Scheduling Appointments and Calendar Organization
- Preparation of Documents
- Support the Current Staff
Operations & Process Optimization
- Maintain organized weekly schedules and spreadsheets.
Vacancy posted 7 days ago
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