Wealth Office Assistant

Chesapeake Wealth Management - Wealth Office Assistant

Are you someone who thrives on creating order, supporting others, and being the person people count on? Do you take pride in making a professional environment feel welcoming, polished, and seamless—both for clients and colleagues alike? If so, we’d love to meet you.

Our Wealth Management group is seeking an Office Assistant who enjoys being at the heart of the office. This role is ideal for someone who is naturally organized, service‑oriented, and energized by variety. You’ll play an important part in keeping day‑to‑day operations running smoothly while helping ensure clients and team members feel supported, prepared, and confident.

This position offers the opportunity to work alongside experienced professionals in a collaborative, respectful environment where attention to detail matters and professionalism is valued. You’ll be trusted with meaningful responsibilities, exposed to all facets of a wealth management office, and seen as an essential contributor to the team’s success.

• You enjoy being a go‑to resource and take satisfaction in helping others succeed
• You value structure, organization, and follow‑through
• You appreciate a client‑focused, relationship‑driven environment
• You’re looking for a stable, in‑person role where your contributions are noticed and appreciated
• You want to be part of a team that works together, supports one another, and takes pride in doing things the right way

• We’re consistently ranked among the top 200 banks in the U.S. for employee engagement
• “Fun” isn’t just a buzzword—it’s a core value we live every day
• Competitive pay, great benefits, and real opportunities to grow
• A culture of giving back: we invest time and money into the communities we serve
• You’ll actually want to get up and come to work

If you’re professional, dependable, and motivated by making a positive daily impact, this is a great opportunity to grow your career in a respected wealth management setting.

Assist Relationship Manager with account management and client needs. It also requires strong organizational skills. Knowledge of trust regulatory and compliance rules and laws is helpful.

• Answer and direct incoming telephone calls in a warm, professional and courteous manner.
• Greet and host clients and visitors, ensuring they feel welcome and are properly assisted.
• Schedule and organize meetings, working closely with the client servicing team.
• Maintain team approach by assisting and filling in for others when necessary.
• Confirm appointments, ensuring the office schedule is up‑to‑date.
• Ensure that conference rooms and lobby areas are maintained (e.g., stocking necessary supplies, ensuring cleanliness, and creating a visually welcoming atmosphere).
• Execute opening and closing procedures for the office.
• Assist in serving as a liaison with property management vendors for any facilities‑related issues.
• Shred client documents as directed, adhering to confidentiality and privacy policies.

• Provide administrative support to President of company, financial advisors, portfolio managers, and client servicing team. Assist with day‑to‑day tasks and project coordination.
• Create and maintain the Office Master Calendar, ensuring all team appointments, meetings, and events are scheduled appropriately.
• Open and sort incoming mail, ensuring important items are directed to the right person promptly.
• Process requests for client gifts and ensure timely and accurate delivery.
• Inventory office supplies regularly, ensuring appropriate stock levels, and order supplies as needed.
• Prepare and process UPS shipments, including ordering UPS supplies and ensuring timely delivery of materials.
• Perform additional duties as requested by senior officers.

• Prepare and print materials for team, ensuring accuracy and timeliness.
• Assemble, print, and/or bind client reports for meetings or mailings, maintaining consistency in presentation.

• Coordinate various projects as needed, ensuring deadlines are met and tasks are completed.
• Coordinate RSVPs, set‑up, and planning for local client or team events, ensuring all logistics are managed efficiently.
• Pe…