Wealth Advisory Assistant: Client Services & Admin

Adams Brown, LLC; Hays, Northern (KS, KY); Hybrid; USD 40,000 - 50,000; Full time

Job summary

AdamsBrown, LLC in Kansas is seeking an on-site Administrative Support Specialist to assist Investment Advisor Representatives and Registered Representatives and their clients. This role requires handling client accounts, maintaining data, and supporting advisors with reports and travel between offices.

You will manage confidential information with discretion and communicate effectively with clients and colleagues.

Qualifications

• Associate's degree with two years of administrative office experience preferred.
• Ability to maintain confidentiality of firm and client information.
• Excellent written and verbal communication skills.
• Client service oriented and able to multitask with attention to detail.
• Proficiency in Word, Excel, and Outlook.

Responsibilities

• Maintain a filing system for Financial Services.
• Open new client accounts.
• Input, maintain, and update client account data.
• Process checks for clients.
• Create reports and spreadsheets as requested by advisors.
• Serve as a liaison between IARs/RRs and clients.
• Monitor review of investment clients and schedule meetings.
• Travel to other offices as needed.
• Performs other duties as assigned.

Skills

Administrative support

Client service

Written and verbal communication

Confidentiality

Word

Excel

Outlook

Education

Associate's degree

Tools

In-house software programs

Job description

AdamsBrown, LLC in Kansas is seeking an on-site Administrative Support Specialist to assist Investment Advisor Representatives and Registered Representatives and their clients. This role requires handling client accounts, maintaining data, and supporting advisors with reports and travel between offices.

You will manage confidential information with discretion and communicate effectively with clients and colleagues.