Wealth Management Assistant - Springhill, FL
About The Position
Maggard Wealth Management , a retirement-focused financial advisory firm based in Springhill, FL , is dedicated to helping individuals and families achieve lasting financial security. We look forward to adding a Wealth Management Assistant who will be instrumental to our team’s ongoing success. If you are detail-oriented, highly organized, and excel at building relationships, you’ll thrive within our supportive and dynamic office environment. In this role, you will provide essential support to the owner, assist valued clients, and help foster a positive and engaging workplace culture. To ensure timely and reliable onsite collaboration, candidates must live within a 45-minute commute of our Springhill, FL office.
Requirements
- 1+ years’ experience in an administrative role
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite , Salesforce and Zoom
- Excellent communication; written and verbal
- Collaborative team player willing to assist others
- Ability to proactively troubleshoot and address challenges
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Associates Degree
- Financial industry experience
Responsibilities
- Organize and manage the advisor’s calendar, appointments, and scheduling
- Coordinate conference room reservations and manage all related logistics for onsite appointments
- Follow up on outstanding requirements with carriers, clients, and internal teams
- Input, update, and maintain client and application data in systems such as Excel, Salesforce, and Word
- Plan, coordinate, and execute seminars and client appreciation events
- Enter prospect information into Salesforce following the event
- Upload, organize, and maintain electronic files and client records
- Assist with document preparation, correspondence, and compliance-related tasks
- Support the firm with day-to-day administrative duties
Benefits
- $50k/year + bonus potential
- Paid holidays
- PTO after 1 year
- Firm sponsored continuous learning
- Career development and growth opportunities
- In office: Monday – Friday, 9am – 5pm (flexible schedule)
- Some evenings required for client events
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
