Wealth Management Clerk

Description

FLSA Status: Non-Exempt, Full-Time

Position Summary: As a Wealth Management Clerk, you will play a crucial role in the operational success of our wealth management team. Your responsibilities will extend beyond scheduling to include comprehensive support that ensures our advisors can provide the best service to our clients.

Requirements

Required Experience and Education:

• Experience in administrative roles, preferably within the financial services sector.
• Proficiency with scheduling and office productivity software, especially Outlook, Microsoft Teams, and CRM systems.
• High school diploma is mandatory; a degree or certifications in business administration or finance are a plus.

Major Duties and Responsibilities:

• Coordinate and manage the wealth advisors’ schedules, optimizing their time for client meetings and internal collaboration.
• Act as a liaison between clients and advisors, facilitating smooth communication and prompt service.
• Oversee the preparation and follow-up for client meetings, including document management and action item tracking.
• Contribute to the maintenance of client relationships through regular updates and outreach initiatives.
• Performs other duties as assigned

Desired Skills, Abilities, and Characteristics:

• Strong organizational skills with an emphasis on time management and prioritization.
• Excellent interpersonal skills to interact professionally with clients and staff.
• Technical aptitude with CRM databases and Microsoft Office.
• A proactive approach to problem-solving and process improvement.
• Keen attention to detail and the ability to handle multiple tasks simultaneously.
• A team player mindset with the flexibility to adapt to changing demands.

Working Environment

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. 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.

AdamsBrown, LLC. is an Equal Opportunity Employer