Wealth Management Administrative Specialist

Vaco Recruiter Services; Columbus (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

Vaco Recruiter Services in Columbus, OH is seeking an Administrative Assistant to support financial advisors and deliver an exceptional client experience. You will manage client service activities, coordinate administrative processes, and help day-to-day operations run efficiently.

The ideal candidate has 2+ years of administrative experience in wealth management and enjoys building client relationships with strong organization and attention to detail.

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 is strongly preferred.
• Familiarity with client account administration, new account processing, and financial services documentation.

Responsibilities

• Provide administrative support to advisors and assist 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 external partners to facilitate client requests.
• Prepare client correspondence and other administrative documentation.
• Assist with account reviews by organizing client information and preparing materials.
• Maintain confidential client information with discretion.
• Support ongoing process improvements and contribute to an organized, client-focused office environment.

Skills

Organizational skills

Attention to detail

Communication skills

Client-focused

Tools

CRM systems

Financial services platforms

Job description

Vaco Recruiter Services in Columbus, OH is seeking an Administrative Assistant to support financial advisors and deliver an exceptional client experience. You will manage client service activities, coordinate administrative processes, and help day-to-day operations run efficiently.

The ideal candidate has 2+ years of administrative experience in wealth management and enjoys building client relationships with strong organization and attention to detail.