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Wealth Management Admin & Client Liaison

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Advanced Wealth Strategies
Full Time position
Listed on 2026-07-01
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 USD Yearly USD 40000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Admin & Client Liaison — Growth Role

Advanced Wealth Strategies seeks a Wealth Management Client and Administrative Associate to deliver exceptional support to our CEO, advisors, and clients. This role involves assisting with client interactions, processing documentation, and ensuring compliance.

The ideal candidate has strong communication skills and a minimum of 2 years of administrative experience. Compensation starts at $40,000 with additional benefits, including a 401(k) plan and health coverage up to 50%.

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