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Client-Focused Wealth Management Assistant
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-10-07
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Business Administration -
Administrative/Clerical
Business Administration
Job Description & How to Apply Below
A wealth management firm in Rochester, NY seeks an experienced Administrative Assistant to provide critical support to clients and the lead advisor. The role involves managing client interactions, preparing documentation, and maintaining accurate records. An ideal candidate holds a relevant degree, has experience in financial services, and possesses strong communication and time management skills. This full-time position offers a starting salary of $47,000 to $52,000, with bonuses and benefits including health insurance and retirement plans.
Our organisation is growing, and we are hiring a Client-Focused Wealth Management Assistant in City of Rochester, NY, United States. The position is based in City of Rochester, NY, United States. This opportunity is part of our work in Other. The advertised compensation is 47.000 - 52.000. We aim to respond to suitable candidates as soon as possible.
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