Wealth Management Operations & Admin Associate

Cary Street Partners; Richmond (VA); On-site; USD 45,000 - 55,000; Full time

Job summary

Cary Street Partners in Richmond, VA is seeking an Operations & Administrative Associate to support the Wealth Management team. This role requires strong organization and the ability to coordinate multiple tasks with a high degree of accuracy.

Responsibilities include data entry, file maintenance, meeting logistics, client materials preparation, and collaboration with Financial Advisors and Client Service Associates to ensure timely processing and confidentiality.

Qualifications

• 3+ years’ administrative or related experience.
• Associate degree or two years’ college preferred but not required.
• Experience in financial services industry, operations or sales assistant experience preferred.

Responsibilities

• Provides administrative support to Financial Advisors and Client Service Associates.
• Performs routine clerical tasks, including data entry, file clean-up, document downloads.
• Maintains client files and Salentica reports.
• Coordinates meeting logistics such as reserving conference rooms and ordering lunches, drinks or snacks.
• Provides reception coverage, including answering and directing incoming phone calls and assisting visitors as needed.
• Prepares client presentation books and marketing materials.

Skills

Organizational skills

Verbal & written communication

Multi-tasking

Attention to detail

Education

Associate degree or two years college (preferred)

Tools

Microsoft Office Suite (Excel, Word, Outlook)

Job description

Cary Street Partners in Richmond, VA is seeking an Operations & Administrative Associate to support the Wealth Management team. This role requires strong organization and the ability to coordinate multiple tasks with a high degree of accuracy.

Responsibilities include data entry, file maintenance, meeting logistics, client materials preparation, and collaboration with Financial Advisors and Client Service Associates to ensure timely processing and confidentiality.