Administrative Assistant- Wealth Management

Administrative Analyst Wealth Management SupportAre you a data-driven individual who thrives on analyzing details and providing critical support behind the scenes? Were seeking an organized and analytical Administrative Analyst to join our wealth management team. This role is perfect for someone who prefers working independently and excels in handling complex financial data, client documentation, and operational support. Youll partner closely with a Wealth Manager to ensure the smooth running of the firm, while playing a key role in financial data management and process improvement.Key Responsibilities:Data Management & Analysis:

Gather, organize, and analyze client financial information (statements, tax returns, insurance policies) to prepare reports and ensure data accuracy for client meetings and portfolio management.Financial Onboarding Support:

Coordinate the onboarding process for new clients, including preparing and processing account paperwork, managing signatures, and liaising with custodians like Schwab for asset transfers and portfolio implementation.Document Organization:

Maintain meticulous records of client financial data and ensure everything is compliant and up to date in the CRM system.Operational Support:

Act as the go-to person for executing internal processes, identifying opportunities to streamline workflows, and ensuring firm policies are followed.Client Reporting:

Prepare regular financial reports, summaries, and data-driven insights to support wealth managers in delivering precise and timely advice to clients.Meeting Preparation:

Organize and prepare materials ahead of client meetings, ensuring all data, reports, and documents are complete and ready for presentation.Research & Troubleshooting:

Assist in researching complex client requests, such as detailed investment questions or tax planning issues, and provide accurate, timely responses.Technology Proficiency:

Utilize various software tools, including Excel, financial planning software, and CRM systems to maintain accurate records and improve data efficiency.What Were Looking For:2+ years of experience in an analytical or administrative role, preferably within financial services or wealth management.A

bachelors degree

is required.A strong affinity for working with

data

and a high level of proficiency in

Microsoft Excel

and other data management tools.Ability to thrive in a detail-oriented, structured environment with minimal need for external communication or frequent client-facing responsibilities.Organized

and

methodical , with a talent for spotting inconsistencies or errors in data and processes.Introverted

personality type preferred, with comfort working independently and in a role focused on detailed analysis and internal support.Process improvement mindset , eager to find more efficient ways to complete tasks and manage data.What We Offer:Competitive salary based on experience.Bonus opportunities tied to both individual and team performance.100% employer-paid health insurance.Generous paid time off, with increases for each year of service.Flexible hybrid work schedule after orientation, including the ability to work remotely part-time.401(k) with employer match and contributions to a Health Savings Account (HSA).Internet and mobile phone allowance.Opportunities for ongoing professional development, training, and certifications.If youre looking for a role where you can use your analytical skills to make a meaningful impact, while supporting a close-knit wealth management team, wed love to hear from you! Apply today and take the next step in your career as a valued Administrative Analyst.