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Private Wealth Assistant — Hamilton Client Support Pro

Job in Independence, Montgomery County, Kansas, 67301, USA
Listing for: Craigs Investment Partners Limited
Full Time position
Listed on 2026-02-10
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A leading investment advisory firm is seeking a Private Wealth Assistant in Independence, Kansas. This role involves providing essential administrative support to Investment Advisers, assisting with client transactions, and ensuring compliance with the firm's policies. Ideal candidates will have administration experience, proficiency in Microsoft Outlook, Word, and Excel, and the ability to manage client files effectively. The job offers comprehensive health insurance, flexible work options, and opportunities for parental leave.
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