Wealth Advisory Assistant

AdamsBrown, LLC•Hays, KS

5d•Onsite

About The Position

The individual in this position provides sales and administrative support to one or more Investment Advisor Representatives (IAR) and Registered Representatives (RR) and their clients. This individual has knowledge of concepts, practices, and procedures within the field. Experience in the finance or wealth management industry is preferred. This position will be physically on site in the office.

Requirements

Ability to maintain confidentiality of firm and client information
Ability to research product and procedures
Excellent written and verbal communication skills
Client service oriented
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
Ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors and clients
Display initiative and willingness to learn and efficiently utilize in-house software programs

Nice To Haves

Associate’s degree with two years of administrative office experience preferred
Experience in the finance or wealth management industry is preferred

Responsibilities

Maintain a filing system for Financial Services
Open new client accounts
Input, maintain, and update client account data
Process checks for clients
Creates various reports and spreadsheets as requested by advisors
Serve as a liaison between the IAR’s and RR’s and clients
Maintains a system to monitor review of investment clients and schedule meetings
Travel to other offices as needed
Performs other duties as assigned