Wealth Management Operations Assistant

Job Description

Job Description

Grow your career in the investment industry

We are looking for a highly motivated person with strong computer skills, a sharp memory, and a genuine interest in building a career in wealth management and investments.

Our firm works with a select group of individuals, business owners, executives, and retirees. We help clients build and preserve tax-efficient income and family wealth, with a core mission of long-term financial security and peace of mind. We have been named one of the “Best Places to Work” by Vegas Inc. and offer competitive benefits plus a positive, team-oriented culture.

What you will do:

• Process incoming work, create and assign activities, and follow items through to completion
• Review and submit new account applications and fund transfer requests
• Enter and maintain data in internal systems and keep electronic and paper client files complete, organized, and secure
• Document work in our CRM (Redtail) with enough detail that any teammate can quickly understand status
• Serve as liaison with broker-dealers, custodians, mutual fund companies, money managers, and insurance companies
• Save and organize client meeting documents
• Research and resolve issues for financial advisors
• Follow up on submitted paperwork
• Support other departments

What we need

• Strong motivation and a desire to build a long-term career in the investment / wealth management industry

· Comfort switching among multiple programs and handling varied, non-routine tasks

· Comfort shifting gears without warning and accurately resuming the first task afterward

• Excellent memory, attention to detail, and ability to keep multiple tasks organized
• Solid computer skills, including Microsoft Office (especially Excel) and comfort with internet-based programs
• Clear written and verbal communication
• Team-first mindset and focus on client service
• Background check required

 

Prior experience in a financial advisor, broker-dealer, or life insurance office is a plus, but we will consider highly motivated candidates who demonstrate the skills above and want to grow in this field. Please apply for a conversation about the role and our team.

\nCompany Description

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Company Description

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.\n\nWe understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.