Job Description

We believe in treating our team members with respect, offering competitive compensation and benefits, and providing a relaxed yet professional environment. We understand the evolving workplace and proudly offer flexible remote and hybrid work schedules, including a generous work-from-home policy.

Role Overview:

We're excited to invite a dedicated Wealth Management Administrator to join our dynamic Wealth Management Team. In this role, you will provide essential support to ensure our department runs smoothly with consistent processes and workflows.

As a Wealth Management Administrator, you will:

- Organize and manage both paper and electronic documents related to wealth management, including scanning and bookmarking.
- Prepare and send out envelopes with instructions for delivery.
- Reach out to clients by phone to resolve any wealth management issues.
- Offer portal support and address both simple and complex client concerns.
- Schedule quarterly meetings for clients and the team, preparing relevant reports and documentation.
- Print and bind necessary documents.
- Attend client meetings to take summary notes for client files.
- Oversee the compliance approval process, ensuring all necessary documentation is in place.
- Manage e-signatures for new client intakes.
- Set up new clients in the system and guide them through our processes.

Qualifications and Experience:

- High school diploma or equivalent required; advanced education preferred.
- Previous customer service experience required; experience in accounting, banking, finance, or wealth management administration is highly preferred.
- Ability to obtain FBI Clearances required.
- General Securities and Insurance Licenses preferred. If you do not currently hold these licenses, a strong interest in obtaining them is a suitable substitute.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year

Job Tags

Full time, Remote job, Flexible hours,

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