Wealth Management Administrative Assistant

Wealth Management Administrative Assistant

Join to apply for the Wealth Management Administrative Assistant role at Sanctuary Wealth

Location and Compensation: Elk City, OK
Salary: $48,000–$60,000 + discretionary bonuses, benefits package, and retirement plan.

Employment Details: Full-time; on-site.

Copper Sky Wealth is a boutique, client-focused independent wealth management practice dedicated to delivering thoughtful, personal financial solutions to families and businesses in Western Oklahoma. The team values authenticity, openness and perseverance, and looks for empathetic, fast‑paced, self‑starting individuals who enjoy working as a team for the benefit of clients.

This client service and administrative support role involves scheduling, client meeting preparation, account paperwork processing, and general office administration. The role is client-facing with in-person support and phone reception, and includes a variety of operational tasks.

• Client Impressions
  • Greet clients and prepare conference rooms for meetings.
  • Answer inbound office calls, take messages, and direct client requests.
  • Schedule and confirm client appointments with advisors.
  • Proofread emails, coordinate mailings, and assist with event logistics.
• Administration
  • Prepare client meeting materials and file paperwork.
  • Process administrative paperwork such as account service forms and check deposits.
  • Maintain strict attention to security, organization and confidentiality.
• Operations
  • Support compliance and recordkeeping by following firm policies.
  • Ensure office supplies are stocked for professional business conduct.
  • Manage phone and communications systems on behalf of the team.

• Confidentiality:
  Zero tolerance for mishandling information.
• Open Communication:
  Strong interpersonal skills and clarity in communication.
• Organization:
  Ability to manage multiple priorities and deadlines.
• Attention to Detail:
  Accuracy and double‑checking before completion.

• High school diploma or equivalent; associate’s degree or coursework preferred.
• 1+ years of client service, administrative or receptionist experience preferred.
• Strong verbal and written communication with a professional phone presence.
• Comfortable with in‑person client interaction and front‑office service.
• Basic computer proficiency (Microsoft Office – Outlook, Word, Excel) and ability to learn multiple systems.
• Strong attention to detail, follow‑through, and confidentiality.
• Able to work on‑site in Elk City.
• Professional demeanor and aptitude for learning regulatory‑sensitive work.

Entry level

Full‑time

Finance and Sales