Wealth Management Administrative Assistant
$45,000–$55,000 year
On-site · Edina, Minnesota, United States
Job Summary
Wealth Management Administrative Assistant supporting advisors with client meetings, account processing, and paperwork. Responsible for opening investment and retirement accounts, processing deposits/withdrawals/transfers, maintaining accurate client records, and coordinating with custodians and financial institutions. Provides proactive client service, handles inquiries, ensures compliance with firm policies and regulatory requirements, and contributes to a collaborative office environment using CRM and Microsoft Office tools. Growth opportunities and benefits available.
Required Qualifications
- Previous administrative, client service, banking, financial services, or office experience preferred
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities and meet deadlines
- Excellent written and verbal communication skills
- Proficiency with Microsoft Office and cloud-based software applications
- Ability to handle confidential client information with discretion
- Self-motivated, dependable, and team-oriented
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