Wealth Management Administrative Specialist
Listed on 2026-09-30
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Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
Scheeler Financial LLC is seeking a detail‑oriented operations assistant to support wealth management activities in Kentucky. You will help prepare case materials, maintain client data across platforms, and manage client records and referrals. Strong CRM and documentation skills are essential.
The role emphasizes accurate data handling, timely updates to client ledgers, and collaboration with the Wealth Management Advisor to ensure smooth client service delivery.
The Wealth Management Administrative Specialist role at Scheeler Financial LLC is now open for applications in KY, United States.
Are you ready to take on the Wealth Management Administrative Specialist role at Scheeler Financial LLC?
We would love to welcome a new Wealth Management Administrative Specialist to our group in KY, United States.
For the Wealth Management Administrative Specialist position at Scheeler Financial LLC, we are reviewing applications now.
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