Wealth Management Associate- Investments- 65-75K +Bonus

Summary 

Top private wealth management firm is seeking a proactive Administrative Professional to provide support to an Investment Officer.  This is a client-facing role that demands a proactive attitude, strong communications skills, and a background in both administrative support and financial services.  The successful candidate must have previous experience in trust and wealth management.

 

Responsibilities for the Wealth Management Associate

  • Schedule and prep materials for client meetings
  • Coordinate correspondence, including generating reports, completing forms, producing emails, and identifying action items
  • Review cash balance reports daily
  • Respond to general client questions, utilizing both internal and external resources
  • Coordinate tax and annual account mailings

Requirements for the Wealth Management Associate

  • BA/BS
  • Previous experience in trust and wealth management is a must
  • Proficiency in MS Word, Excel, PowerPoint, and Outlook

Compensation for the Wealth Management Associate

  • Annual salary $65,000-75,000 plus bonus

 

Reference code:  K14317A

Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.

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