Wealth Management Administrative Specialist
Listed on 2026-09-25
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Finance & Banking
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Administrative/Clerical
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.
Are you ready to take on the Wealth Management Administrative Specialist role at Scheeler Financial LLC?
This opportunity is for the Wealth Management Administrative Specialist role at Scheeler Financial LLC.
We are seeking a motivated Wealth Management Administrative Specialist to join Scheeler Financial LLC in KY, United States.
Consider building your career as a Wealth Management Administrative Specialist at Scheeler Financial LLC.
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