Wealth Advisory Assistant

Adams Brown•Hutchinson, KS

11d

About The Position

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

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.
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

Responsibilities

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