Wealth Assistant

Position Summary

The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely notifications, and essential administrative support. The Wealth Assistant serves as a key operational coordinator, team-area lead across several functions, and provides lite service support to maintain a seamless client experience. This role promotes organizational efficiency and strengthens team performance through reliable, detail-oriented execution.

• Manage scheduling for client meetings, internal appointments, and advisor calendars.
• Oversee data management, ensuring accuracy and consistency across CRM and technology platforms.
• Complete month-end close-out procedures, including task audits, documentation checks, and system updates.
• Manage and send notifications to clients and internal team members as needed.
• Provide lite service support, including address updates, bank account changes, and move-money assistance within permitted guidelines.
• Prepare and organize documents ahead of advisor and team meetings.
• Assist in tracking outstanding tasks, deliverables, and follow-ups.
• Maintain digital filing systems and ensure proper documentation storage.
• Support event logistics such as scheduling, RSVP tracking, materials preparation, and coordination with vendors.
• Coordinate client communications, including sending emails, reminders, and follow-up messages.
• Collaborate with team members to improve operational workflows and enhance service delivery.
• Supports Be Wealth’s Strategic Plan by actively engaging in initiatives, workflows, and responsibilities that advance firmwide goals and ensure continued organizational growth.

• Associate or bachelor’s degree preferred.
• Experience in administrative support, financial services, or customer service roles is a plus.
• Strong organizational and time-management skills with proven reliability.
• Proficiency with CRM systems, Microsoft Office, and digital communication tools.
• Strong verbal and written communication skills.
• High attention to detail and the ability to manage multiple responsibilities effectively.
• Client-focused mindset with commitment to professionalism and confidentiality.

• Accuracy and timeliness of scheduling and notifications.
• Clean, organized, and compliant data management.
• Successful completion of month-end close-out tasks.
• High-quality support provided to team area responsibilities.
• Positive client and team feedback.