FULL-TIME ADMINISTRATIVE PROFESSIONAL

Wealth Management Support Specialist

Location: West Bend (On-Site) Position Type: Full-Time

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."

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.

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.

Benefits: Paid Time Off, Approximately 13 Paid Holidays, Simple IRA with a 3% match.

Client Service & Account Management

Serve as the primary point of contact for service-related updates, including beneficiary changes, banking updates, and contact information modifications across various account types (IRAs, Joint, Individual, etc.).

Process and monitor client distributions, contributions, conversions, and reimbursements (IRAs, 401ks, Mutual Funds, 529s).

Facilitate statements, forms, and rollover documentation, meticulously monitoring rollovers to ensure proper completion.

Guide clients through online account access, troubleshooting logins, and navigating custodial and planning platforms.

Workflow & Document Administration Drive workflows from initiation to successful completion, ensuring no detail is overlooked.

Administer electronic signatures (DocuSign) and manage physical document mailings for clients when necessary.

Conduct diligent follow-ups with clients regarding outstanding tasks, missing information, or outdated documents.

Maintain impeccable, up-to-date client records within the CRM and stay ahead of new CRM feature rollouts.

Advisor Support & Meeting Coordination Manage business communications professionally, routing and responding to calls with a client-first mindset.

Prepare comprehensive annual review documentation, coordinating with back-office staff to gather all required materials.

Provide hands-on support during client reviews, assisting with portfolio reports and site navigation.

Utilize modern note-taking technology to document meetings, capturing clear action steps for clients, advisors, and administrative staff.

Operations & Process Optimization Monitor Required Minimum Distributions (RMDs) and other industry-required obligations throughout the year to guarantee full client compliance by year-end.

Actively participate in weekly service meetings and individual advisor check-ins.

Support business development initiatives and help implement strategic enhancements to the client experience.

Stay current on industry platforms and technology tools, training advisors and staff on new features to continuously improve firm efficiency.

Prior experience in financial services, wealth management, or a high-level client service role is strongly preferred.

Highly tech-savvy with a proven ability to quickly learn and adapt to new systems, platforms, and processes.

Service-Driven: Adaptable: Comfortable navigating evolving priorities within a structured, process-driven, and fast-paced environment.

Eager to learn, take on increasing responsibility, and build a long-term career within the financial services sector.