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Wealth Management Assistant & Client Relations

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: ProspectBlue
Full Time position
Listed on 2026-02-18
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm seeks an experienced Client Relations/Administrative Assistant in Richmond, VA. The role involves serving as the first point of contact for clients, supporting financial advisors, and maintaining organized client records while ensuring compliance with industry regulations. Ideal candidates will have prior experience in financial services, strong attention to detail, and proficiency in Microsoft Office and CRM systems.

Join a dynamic team focused on enhancing the client experience.
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