Wealth Advisory Assistant

Description Position Summary

Our Wealth Advisory Assistants are the cornerstone of our wealth management business and are tasked with supporting both our Investment Advisor Representatives, Registered Representatives, and the clients they serve. We are looking for candidates who enjoy a fast-paced, administrative atmosphere while building internal and external relationships with staff and clients. An understanding of the concepts, practices, and procedures within the field as well as experienced in the finance or wealth management industry is preferred.

Non-exempt

Wealth Advisory Assistants pivot between client service work such as opening accounts, scheduling client review meetings, and inputting client account data and then working behind the scenes creating reports, researching product info, and maintaining our internal file systems. Other responsibilities include:

• Process checks for clients
• Maintains a system to monitor review of investment clients and schedule meetings
• Travel to other offices as needed and perform other duties as assigned

The ability to demonstrate confidence and good judgment when interacting with colleagues, supervisors, and clients including maintaining the confidentiality of firm and client information is key to this role. Our Wealth Advisory Assistants must be able to display initiative, a willingness to learn, and efficiently utilize in-house software programs while providing excellent client service. Other desired skills include:

• Associate Degree with two years of administrative office experience preferred
• Excellent written and verbal communication skills
• Ability to perform several tasks concurrently with ease and professionalism
• Excellent organizational skills with high attention to detail
• Intermediate knowledge in Word, Excel, and Outlook
• Previous experience in a financial institution or wealth management office preferred

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

Adams Brown, LLC. is an Equal Opportunity Employer.