Entry-Level Administrative Assistant in Wealth Management

Description

Join a well-respected firm in wealth management dedicated to helping clients secure their financial future. As an Administrative Assistant, you will play a crucial role in supporting our team while gaining valuable insights into the financial industry. This is a fantastic opportunity to develop your skills and build a strong foundation for a successful career.

Responsibilities

• Process and organize paperwork efficiently
• Schedule and coordinate client appointments
• Offer general administrative support to the team
• Utilize remote work technology effectively
  
  

Qualifications

• Detail-oriented with strong organizational skills
• Proactive and able to handle multiple tasks
• Prior administrative experience is a plus, but not required
• Comprehensive training provided to help you succeed in this role
  
  

About Us

Our mission is to provide clients with the confidence to pursue their long-term goals and live fulfilling lives. We pride ourselves on our diverse team, which includes recent graduates as well as seasoned professionals, all sharing a strong value system and an entrepreneurial spirit. We are committed to creating an inclusive work environment, supported by our Diversity, Equity, and Inclusion (DEI) initiatives.

Community Engagement

We take pride in our social impact, sponsoring programs such as “1,000 Hours of Giving Back” and “Equitable Excellence,” which provides 200 college scholarships annually.

Work-Life Balance and Training

We offer flexibility to help you maintain a healthy work-life balance. Our entry-level training will equip you with essential skills for success, including client relationship management, product knowledge, and market development. You will also have access to remote work technology solutions and professional growth opportunities through local and national development programs.

Career Growth

We support ongoing education and encourage pursuing professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC). Management opportunities are available for those interested in leadership roles through our Leadership Development School.

Benefits And Compensation

A comprehensive benefits package is offered for eligible individuals, which includes:

• Health and dental coverage
• Vision care
• 401(k) plan with company match
• Employee Stock Purchase Plan (ESPP)
• Short- and long-term disability programs
• Basic group life insurance
• Transportation Reimbursement Incentive Program (TRIP)
  
  

Join us in delivering exceptional customer experiences and building long-term relationships based on trust, guidance, and innovative financial strategies.

Employment Type: Full-Time