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Wealth Advisor Assistant – Client-Focused

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Corient
Full Time position
Listed on 2025-12-22
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor Assistant – Client-Focused Support
A national wealth management firm based in Columbus is seeking an experienced administrative support professional to assist Wealth Advisors. Responsibilities include supporting client services, preparing financial reports, and managing onboarding processes. The ideal candidate will have 4-6 years of relevant experience and proficiency in Microsoft Office. This position values integrity, teamwork, and proactive work ethic, and includes benefits such as 401(k) matching and medical plans.
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