Wealth Management Administrative Assistant

Job Description

Job Description

We are looking for a dedicated Wealth Management Administrative Assistant to join our team in Palm Beach Gardens, Florida. This is a Contract-to-permanent position, offering an excellent opportunity to grow within the financial services sector. The ideal candidate will provide exceptional administrative and sales support to ensure smooth operations and excellent client service.

Responsibilities :

• Provide administrative and clerical support to ensure efficient day-to-day operations.
• Maintain accurate and up-to-date records using Microsoft Excel and other software tools.
• Respond to client inquiries promptly and professionally, delivering high-quality customer service.
• Collaborate with team members to streamline processes and improve overall efficiency.
• Coordinate and schedule meetings, ensuring all necessary materials are prepared in advance.
• Monitor accounts and transactions to ensure compliance with regulatory standards.
• Support direct sales activities by preparing relevant documentation and tracking progress.
• Handle confidential information with discretion and professionalism.
• Generate reports and summaries to assist in decision-making and strategy development.
• Strong proficiency in Microsoft Excel and other office software.
• Previous administrative or office assistance experience in a fast-paced environment.
• Excellent organizational and time-management skills.
• Ability to communicate effectively and professionally with clients and colleagues.
• Detail-oriented with the ability to manage multiple tasks simultaneously.
• Familiarity with financial services or wealth management is preferred.
• Demonstrated ability to handle sensitive information with confidentiality.