Wealth Advisor Admin Specialist

Strategic Staffing Solutions, Inc.; Morristown (NJ); On-site; USD 26,000 - 34,000; Full time

Job summary

Strategic Staffing Solutions, Inc. in Morristown, NJ is seeking an Administrative Assistant for a 12-month engagement.

The role provides support to multiple advisor teams in a fast-paced wealth management environment, handling confidential documents and complex administrative tasks with accuracy and discretion. The ideal candidate will have strong Microsoft Word, Excel, and Outlook skills, excellent communication, and a proven ability to multi-task in a deadline-driven setting while maintaining

Qualifications

• Previous administrative support or office experience preferred.
• Strong technology skills including Microsoft Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• Ability to work effectively in a fast-paced environment and meet deadlines.
• Experience handling confidential information with professionalism and discretion.

Responsibilities

• Provide administrative support to multiple advisor teams in a fast-paced wealth management environment.
• Support daily administrative operations ensuring accuracy and confidentiality.
• Prepare, review, and edit confidential correspondence and documents.
• Scan, manage, and archive documents across multiple systems.
• Prepare travel expense reports and billing allocation reports.
• Prepare and process time-sensitive quarterly client tax payments.
• Maintain accurate records and organize confidential client information.
• Collaborate with advisor teams to ensure efficient workflow and timely completion of tasks.

Skills

Communication skills

Time management

Attention to detail

Team oriented

Discretion with confidential info

Multitasking

Problem solving

Adaptability

Tools

Microsoft Word

Excel

Outlook

Job description

Strategic Staffing Solutions, Inc. in Morristown, NJ is seeking an Administrative Assistant for a 12-month engagement.

The role provides support to multiple advisor teams in a fast-paced wealth management environment, handling confidential documents and complex administrative tasks with accuracy and discretion. The ideal candidate will have strong Microsoft Word, Excel, and Outlook skills, excellent communication, and a proven ability to multi-task in a deadline-driven setting while maintaining