Admin Assistant

Job Description

Job Description

Part-Time Administrative Assistant – Investment & Financial Services

About Us

A & M Financial Group Inc. and AMFG Wealth Management LLC are established financial-services firms located in Westlake, Ohio. We provide investment management, retirement planning, and financial-planning services to individuals, families, and businesses.

We are seeking an experienced, dependable, and technology-oriented Part-Time Administrative Assistant to join our team.

Position Overview

This is an in-office position in Westlake, Ohio, approximately 20–25 hours per week , with the potential to grow into a full-time position.

Compensation: $20–$25 per hour, based on investment-industry experience and qualifications.

We are specifically seeking someone with previous experience working in the investment industry , such as with a financial advisor, Registered Investment Adviser (RIA), broker-dealer, brokerage firm, or similar investment-services organization.

The ideal candidate will have experience working directly with client investment accounts and understand the importance of accuracy, confidentiality, client service, organization, and follow-through.

Experience with Charles Schwab Advisor Center and Wealthbox CRM is strongly preferred.

Responsibilities

• Provide administrative and client-service support to financial advisors and staff
• Answer phones, schedule appointments, and assist with client inquiries
• Assist with opening new investment and retirement accounts
• Process account transfers, distributions, account maintenance, and other client service requests
• Prepare and process client paperwork and electronic signatures
• Track outstanding account paperwork and follow up through completion
• Prepare correspondence, reports, forms, and client materials
• Maintain accurate client records and documentation
• Enter and maintain client information in Wealthbox CRM
• Assist with account administration through Charles Schwab Advisor Center
• Work with Microsoft Office, CRM systems, email, and other financial-services technology
• Assist with additional administrative and operational projects as needed

Qualifications

• Previous experience working specifically in the investment industry is required
• Experience working for a financial advisor, RIA, broker-dealer, brokerage firm, or similar investment organization
• Hands-on experience servicing client investment accounts
• Experience with new account opening, account maintenance, transfers, distributions, and client paperwork preferred
• Charles Schwab Advisor Center experience strongly preferred
• Wealthbox CRM experience strongly preferred
• Proficiency with Microsoft Outlook, Word, and Excel
• Strong computer and technology skills
• Excellent organizational and time-management skills
• Strong attention to detail and accuracy
• Professional written and verbal communication skills
• Ability to appropriately handle confidential client and financial information
• Ability to work independently and manage multiple priorities
• Dependable, professional, and willing to take ownership of responsibilities and follow through to completion

Position Details

Job Type: Part-Time
Hours: Approximately 20–25 hours per week
Compensation: $20–$25 per hour, based on experience
Location: Westlake, Ohio — In Office
Potential: Opportunity to grow into a full-time position

To Apply

Please submit your résumé for consideration.

Applicants should clearly identify their previous investment-industry experience, including experience working with client investment accounts and any experience with Charles Schwab Advisor Center, Wealthbox CRM, or similar investment-industry platforms.

\nCompany Description

A & M Financial Group Inc. and AMFG Wealth Management LLC are established financial-services firms located in Westlake, Ohio. We provide investment management, retirement planning, and financial-planning services to individuals, families, and businesses. Our team is focused on providing personalized client service while using modern financial technology to efficiently manage client relationships, accounts, and financial-planning needs.

Company Description

A & M Financial Group Inc. and AMFG Wealth Management LLC are established financial-services firms located in Westlake, Ohio. We provide investment management, retirement planning, and financial-planning services to individuals, families, and businesses. Our team is focused on providing personalized client service while using modern financial technology to efficiently manage client relationships, accounts, and financial-planning needs.