Wealth Management Operations & Admin Coordinator

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

Job summary

Cary Street Partners is seeking an Operations & Administrative Associate to support the Wealth Management team. This role requires excellent communication, organization, and the ability to coordinate multiple tasks in a fast-paced environment.

Responsibilities include assisting financial advisors and client service associates, handling data entry, preparing presentation books, coordinating meetings, processing deposits, and maintaining confidential materials.

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.
• Assists with the check deposit process, ensuring timely and accurate processing in accordance with firm policies and procedures.
• Provides support with proofreading and formatting client and company materials.
• Assists Client Service team with client & custodian paperwork.
• Supports the Client Service team with custodian & Black Diamond reports and data aggregation.
• Maintains spreadsheets for various client events or requirement tracking (i.e., RMDs, overweight cash in account portfolios or accounts in need of rebalancing,) which the advisor or a more senior CSA will review.
• Maintains confidential and time sensitive material.
• May help advisors with expense reports.

Skills

Organizational skills

Communication skills

Team collaboration

Proactive learning

Education

Associate degree or two years of college

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

Cary Street Partners is seeking an Operations & Administrative Associate to support the Wealth Management team. This role requires excellent communication, organization, and the ability to coordinate multiple tasks in a fast-paced environment.

Responsibilities include assisting financial advisors and client service associates, handling data entry, preparing presentation books, coordinating meetings, processing deposits, and maintaining confidential materials.