Wealth Management Relationship Manager

Company Overview

MJT & Associates Financial Advisory Group, Inc. is a leading wealth management firm dedicated to providing personalized financial services to our diverse clientele. We pride ourselves on our commitment to excellence and our long-standing relationships with our clients. We are looking for a dynamic and motivated individual to join our team as a Relationship Manager & Executive Assistant.

Position Overview

The Relationship Manager & Executive Assistant will serve a dual role, facilitating strong client relationships while ensuring seamless administrative support to our senior executives. The ideal candidate will have exceptional communication skills, a proactive attitude, and the ability to manage multiple tasks effectively.

Relationship Management

• Build and maintain strong relationships with clients, serving as their primary point of contact for inquiries and updates.
• Schedule and conduct client meetings, preparing relevant materials and following up on action items.
• Update and maintain the firm's CRM and client files
• Collaborate with financial advisors and other team members to ensure a high level of service delivery.

Executive Assistance

• Provide comprehensive administrative support to senior executives, including calendar management, meeting coordination, and travel arrangements.
• Prepare and organize presentations, reports, and correspondence as needed.
• Assist with project management for internal initiatives and client-related projects.
• Maintain confidential files and documentation, ensuring compliance with regulatory standards.
• Handle ad-hoc tasks and special projects as required.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• Minimum of 3-5 years of experience in wealth management, financial services, health care administration, or a similar role.
• Strong interpersonal and communication skills, both verbal and written.
• Exceptional organizational abilities, with the capability to manage multiple priorities.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Ability to maintain a high level of professionalism and confidentiality.

Why Join Us?

• Be part of a dynamic and innovative team focused on client success.
• Opportunity for professional growth within a reputable firm.
• Competitive salary and benefits package, including flexible schedule, PTO, 401K with 5% Match, and Quarterly Revenue Bonus.

Pay: From $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan

Education:

• Associate (Preferred)

Work Location: In person