Client-Focused Wealth Management Assistant

TalentLink Solutions; City of Rochester (NY); On-site; USD 47,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Simple IRA

Paid time off

Bonus potential

Job summary

A wealth management firm in Rochester, NY seeks an experienced Administrative Assistant to provide critical support to clients and the lead advisor. The role involves managing client interactions, preparing documentation, and maintaining accurate records. An ideal candidate holds a relevant degree, has experience in financial services, and possesses strong communication and time management skills. This full-time position offers a starting salary of $47,000 to $52,000, with bonuses and benefits including health insurance and retirement plans.

Qualifications

• 1-3 years of progressive experience in wealth management preferred.
• Knowledge of industry-specific software is a plus.
• Excellent follow-through and communication regarding open items.

Responsibilities

• Greet and welcome clients professionally.
• Manage client inquiries and support the lead advisor.
• Maintain accurate client records in the CRM system.

Skills

Client service excellence

Strong communication skills

Time management

Proficiency in Microsoft Office Suite

Critical thinking

Ability to learn quickly

Education

Bachelor’s degree or equivalent work experience

Tools

CRM systems (Redtail)

Financial software (eMoney, Osaic)

Job description

A wealth management firm in Rochester, NY seeks an experienced Administrative Assistant to provide critical support to clients and the lead advisor. The role involves managing client interactions, preparing documentation, and maintaining accurate records. An ideal candidate holds a relevant degree, has experience in financial services, and possesses strong communication and time management skills. This full-time position offers a starting salary of $47,000 to $52,000, with bonuses and benefits including health insurance and retirement plans.