Wealth Advisory Assistant at AdamsBrown, LLC

Hutchinson, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Administrative Support, Communication Skills, Organizational Skills, Attention to Detail, Initiative, Confidentiality, Software Proficiency, Research Skills, Scheduling, Report Creation, Investment Knowledge, Finance Experience, Team Collaboration, Time Management, Problem Solving

Industry

Accounting

Description

Description Position Summary Our Wealth Advisory Assistants are the cornerstone of our wealth management business and are tasked with supporting both our Investment Advisor Representatives, Registered Representatives, and the clients they serve. We are looking for candidates who enjoy a fast-paced, administrative atmosphere while building internal and external relationships with staff and clients. An understanding of the concepts, practices, and procedures within the field as well as experienced in the finance or wealth management industry is preferred. FLSA Status: Non-exempt Requirements Major Duties and Responsibilities Wealth Advisory Assistants pivot between client service work such as opening accounts, scheduling client review meetings, and inputting client account data and then working behind the scenes creating reports, researching product info, and maintaining our internal file systems. Other responsibilities include: Process checks for clients Maintains a system to monitor review of investment clients and schedule meetings Travel to other offices as needed and perform other duties as assigned Desired Skills, Abilities, and Characteristics The ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients including maintaining the confidentiality of firm and client information is key to this role. Our Wealth Advisory Assistants must be able to display initiative, a willingness to learn, and efficiently utilize in-house software programs while providing excellent client service. Other desired skills include: Associate Degree with two years of administrative office experience preferred Excellent written and verbal communication skills 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 Previous experience in a financial institution or wealth management office preferred Working Conditions 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. 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.

Responsibilities

Wealth Advisory Assistants support Investment Advisor Representatives and Registered Representatives by handling client service tasks and administrative duties. Responsibilities include processing checks, scheduling meetings, and maintaining internal file systems.