Wealth Management Operations Assistant

TalentLink Solutions; Fairfield (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial advisory firm in Fairfield, CA, is seeking an Administrative Assistant to support the operations team and manage essential administrative tasks. The ideal candidate will have experience in the financial services sector, possess excellent organizational and communication skills, and be proficient with industry software like Wealthbox and Microsoft Office. Responsibilities include processing client requests, maintaining client information, and ensuring a professional office environment. This role requires a proactive approach and attention to detail to ensure client satisfaction.

Qualifications

• 1+ years' experience in the financial services industry or related field preferred.
• Experience with customer service and administrative tasks.
• Ability to handle confidential information professionally.

Responsibilities

• Support operations team with various tasks.
• Communicate and process client service requests.
• Update and maintain client information in CRM.
• Schedule client meetings and manage office logistics.

Skills

Organizational skills

Attention to detail

Communication skills

Proactive problem-solving

Reliability

Customer service orientation

Tools

Wealthbox

Black Diamond

eMoney

Microsoft Office

Job description

A financial advisory firm in Fairfield, CA, is seeking an Administrative Assistant to support the operations team and manage essential administrative tasks. The ideal candidate will have experience in the financial services sector, possess excellent organizational and communication skills, and be proficient with industry software like Wealthbox and Microsoft Office. Responsibilities include processing client requests, maintaining client information, and ensuring a professional office environment. This role requires a proactive approach and attention to detail to ensure client satisfaction.