Job Title : Wealth Advisor Administrative Assistant
Job Location : Mechanicsburg, PA
Pay range : $28.00/hr
Full time
Job Purpose & Summary
The Wealth Advisor Administrative Assistant will work closely with and be the primary support to the Wealth Advisor in all aspects of their Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative assistant is responsible for preparing documents, scheduling client meetings, portfolio reviews, monitoring portfolios, processing trades, and many other administrative activities.
The Wealth Advisor Administrative Assistant will work closely with and be the primary support to the Wealth Advisor in all aspects of their Wealth Management program, including but not limited to servicing existing Members (clients) and business development. The Wealth Advisor Administrative assistant is responsible for preparing documents, scheduling client meetings, portfolio reviews, monitoring portfolios, processing trades, and many other administrative activities.
Key Duties of the Wealth Advisor Administrative Assistant
- Manage daily administrative functions, including communicating with clients, scheduling meetings, and maintaining organized client files
- Act as the first point of contact for clients and respond to inquiries in a professional and timely manner
- Regularly monitor client portfolios and assist assigned Wealth Advisors in the overall portfolio management tasks including trade execution and review of equity research on existing stocks in portfolios
- Coordinate client review meetings and prepare information needed for meetings
- Some business development activities as needed
Occupational Experience & Education Requirements
- 1-3 years of experience in the Banking/Investment/Wealth Management industry preferably working with wealth management or high-touch clients in an administrative role
- A post-secondary degree is considered an asset
- Willing to take industry-related courses/training as recommended
Knowledge, Skills & Attributes
- Passion for client service with exceptional customer service, relationship building, problem-solving, and follow-up skills
- Excellent communication skills, both verbal and written
- Ability to self-manage workload with strong time management, planning, prioritization, and organizational skills
- Proficient in Microsoft Office Suite of products
- Demonstrated ability to take initiative and work independently with the ability to exercise mature judgment and decision-making.
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