Wealth Advisory Assistant

Position Summary

The individual in this position provides sales and administrative support to one or more Investment Advisor Representatives (IAR) and Registered Representatives (RR) and their clients. This individual has knowledge of concepts, practices, and procedures within the field. Experience in the finance or wealth management industry is preferred.

This position will be physically on site in the office.

FLSA Status: Nonexempt

Major Duties and Responsibilities

• Maintain a filing system for Financial Services
• Open new client accounts
• Input, maintain, and update client account data
• Process checks for clients
• Creates various reports and spreadsheets as requested by advisors
• Serve as a liaison between the IAR’s and RR’s and clients
• Maintains a system to monitor review of investment clients and schedule meetings
• Travel to other offices as needed
• Performs other duties as assigned

Desired Skills, Abilities, and Characteristics

• Associate’s degree with two years of administrative office experience preferred
• Ability to maintain confidentiality of firm and client information
• Ability to research product and procedures
• Excellent written and verbal communication skills
• Client service oriented
• Ability to perform several tasks concurrently with ease and professionalism 
• Excellent organizational skills with high attention to detail
• Intermediate knowledge in Word, Excel, and Outlook
• Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
• Display initiative and willingness to learn and efficiently utilize in-house software programs

Working Conditions

This position will be physically on site in the office. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

AdamsBrown, LLC. is an Equal Opportunity Employer.