Wealth Management Admin Specialist - Client Relations & Ops
Listed on 2026-10-06
-
Finance & Banking
Banking & Finance -
Administrative/Clerical
Banking & Finance
Burke & Herbert Bank is seeking a Wealth Management Administrative Assistant in Alexandria, VA. This non-exempt role reports to the Head of Wealth Management and supports sales and service functions within the wealth management leadership team.
Responsibilities include coordinating meetings, handling communications, and preparing financial plans and client presentations while maintaining strong vendor relationships and office operations.
This is an excellent role to take on the Wealth Management Admin Specialist
- Client Relations & Ops role at Burke & Herbert Bank.
Are you ready to take on the Wealth Management Admin Specialist
- Client Relations & Ops role at Burke & Herbert Bank?
We would love to welcome a new Wealth Management Admin Specialist
- Client Relations & Ops to our group in Alexandria, VA, United States.
For the Wealth Management Admin Specialist
- Client Relations & Ops position at Burke & Herbert Bank, we are reviewing applications now.
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