Wealth Management Assistant

Duties:

• Manage client relationships by providing excellent service and addressing inquiries or concerns.
• Complete client services tasks such as: opening accounts, moving money, transferring accounts.
• Complete all client paperwork.
• Schedule meetings for financial advisor and oversee their calendar.
• Take an active role in providing exceptional personalized service to clients.
• Assist with cash management activities for clients.
• Participate in marketing activities, such as planning and executing events.
• Answer incoming calls and make proactive client calls.
• Other administrative responsibilities as necessary.

Skills & Experience:

• Experience working as an administrator or assistant in a financial advisory office.
• Financial Services knowledge such as: types of accounts, how different investments work, processes to complete client tasks, and more.
• Ability to build and strengthen client relationships.
• Proficient with technology.
• Ability to work independently and in partnership with financial advisor.
• Ability to organize and prioritize tasks.
• Desire to participate in finding ideas and opportunities to improve client experience.
• Strong analytical skills and attention to detail

We offer competitive compensation and benefits packages, including health insurance, retirement plans, and opportunities for career advancement. If you are a motivated individual with a passion for finance and a desire to learn and grow in the industry, we encourage you to apply.

Please submit your resume and cover letter detailing your relevant experience to ben.mcdonald@dw-advisors.com

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial services: 4 years (Preferred)

Work Location: In person