Wealth Management Admin Assistant — Client-Focused Support

Vaco by Highspring; Columbus (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Vaco by Highspring in Columbus, OH, seeks an Administrative Assistant to support wealth advisors and deliver an exceptional client experience. You will manage client service activities, coordinate processes, and help day-to-day operations run smoothly.

The ideal candidate has 2+ years in wealth management or financial services, strong organization, attention to detail, and excellent written and verbal communication to serve clients and colleagues with discretion.

Qualifications

• 2+ years of administrative experience within wealth management, financial planning, investment advisory, or private banking.
• Experience supporting financial advisors or client-facing wealth management professionals strongly preferred.
• Familiarity with client account administration, new account processing, and financial services documentation.
• Experience working with CRM systems and financial services technology platforms.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills with a client-first mindset.
• Ability to manage multiple priorities while maintaining accuracy in a fast-paced environment.
• High level of professionalism and discretion when handling confidential client information.

Responsibilities

• Provide administrative support to advisors, assisting with day-to-day operations and client service activities.
• Prepare materials, reports, and presentations for client meetings.
• Coordinate meeting schedules, maintain calendars, and assist with appointment preparation.
• Serve as a primary point of contact for client inquiries, responding promptly and professionally.
• Process new account paperwork, account maintenance requests, and other client service transactions.
• Maintain accurate client records, documentation, and CRM information while ensuring compliance with internal policies.
• Coordinate with custodians, investment providers, and other external partners to facilitate client requests.
• Prepare client correspondence and other administrative documentation.
• Assist with account reviews by organizing client information and preparing supporting materials.
• Maintain confidential client information with the highest level of discretion.
• Support ongoing process improvements and contribute to an organized, client-focused office environment.
• Assist with additional administrative projects and operational initiatives as needed.

Skills

Client relations

CRM systems

Organizational skills

Communication

Job description

Vaco by Highspring in Columbus, OH, seeks an Administrative Assistant to support wealth advisors and deliver an exceptional client experience. You will manage client service activities, coordinate processes, and help day-to-day operations run smoothly.

The ideal candidate has 2+ years in wealth management or financial services, strong organization, attention to detail, and excellent written and verbal communication to serve clients and colleagues with discretion.