Wealth Management Operations & Admin Associate

Paylocity; Richmond, Northern (VA, KY); Hybrid; 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 with precise, organized administration and strong coordination. Responsibilities include data entry, file clean-up, preparing client books and marketing materials, coordinating meetings, reception coverage, and aiding with custodian paperwork and reports.

Ideal candidates have 3+ years of administrative experience, an associate degree (or two years college), and

Qualifications

• 3+ years of administrative or related experience.
• Associate degree or two years of college preferred but not required.

Responsibilities

• Provides administrative support to Financial Advisors and Client Service Associates.
• Performs routine clerical tasks including data entry and file clean-up.
• Maintains client files and Salentica reports.
• Coordinates meeting logistics (conference rooms, lunches).
• Provides reception coverage and assists visitors.
• Prepares client presentation books and marketing materials.
• Assists with check deposits and adherence to firm policies.
• Supports proofreading and formatting of client and company materials.
• Assists Client Service team with custodian paperwork.
• Supports custodian & Black Diamond reports and data aggregation.
• Maintains spreadsheets for client events and requirement tracking.
• Maintains confidential and time-sensitive material.
• May assist advisors with expense reports.

Skills

3+ years admin experience

Education

Associate degree 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 with precise, organized administration and strong coordination. Responsibilities include data entry, file clean-up, preparing client books and marketing materials, coordinating meetings, reception coverage, and aiding with custodian paperwork and reports.

Ideal candidates have 3+ years of administrative experience, an associate degree (or two years college), and