Administrative Assistant - Wealth Management
Core
Overseeing firm workflow systems, managing client onboarding, and providing comprehensive administrative support to partners and relationship managers in a wealth management environment.
Role type
Senior Administrative Assistant (Wealth Management)
Builds
Client onboarding materials, proposal packets, meeting agendas, and operational reports for the firm's wealth management practice.
Domain
Professional Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data integrity maintenance, client onboarding coordination, calendar and travel management, document production and editing, proofreading, liaison management, multi-tasking, data entry
Preferred skills
WYN/CRM/Salentica experience, Microsoft Office proficiency
Technologies
WYN, CRM, Salentica, Microsoft Office
Responsibilities
Maintain data integrity dashboards and firm workflow systems; manage client onboarding and billing; schedule client meetings and travel; produce and edit client deliverables like proposals and reports; organize team meetings and manage administrative backlogs.
Seniority
Mid-level, hands-on IC