Wealth Management Admin Specialist - Client Relations & Ops

Burke & Herbert Bank; Alexandria, Northern (VA, KY); Hybrid; USD 30,000 - 41,000; Full time

Job summary

Burke & Herbert Bank is seeking a Wealth Management Administrative Assistant in Alexandria, VA. This non-exempt role reports to the Head of Wealth Management and supports sales and service functions within the wealth management leadership team.

Responsibilities include coordinating meetings, handling communications, and preparing financial plans and client presentations while maintaining strong vendor relationships and office operations.

Qualifications

• High school diploma required.
• Familiarity with financial services preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as office manager for the Wealth Management department.
• Completion of tasks related to internal and external communication.
• Gathering and reporting information relevant to business performance.
• Coordinating internal meetings and external events.

Skills

MS Office

Vendor coordination

Communication skills

Analytical skills

Time management

Education

High school diploma or equivalent

Job description

Burke & Herbert Bank is seeking a Wealth Management Administrative Assistant in Alexandria, VA. This non-exempt role reports to the Head of Wealth Management and supports sales and service functions within the wealth management leadership team.

Responsibilities include coordinating meetings, handling communications, and preparing financial plans and client presentations while maintaining strong vendor relationships and office operations.