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Wealth Management Administrative Specialist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-18
Listing for:
Vaco
Full Time
position Listed on 2026-07-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Vaco by Highspring is seeking an Administrative Assistant to support advisors in a local wealth management firm, delivering an exceptional client experience and ensuring smooth day-to-day operations.
You will provide administrative support, prepare materials for client meetings, manage calendars, handle client inquiries, process new accounts, maintain records in the CRM, and coordinate with custodians and investment partners to fulfill client requests while upholding confidentiality and
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