Administrative Assistant - Wealth Management Firm

Job Description

Job Description

Please note; this role is based in Rockledge!

Job Summary

We are an established Wealth Management firm with over 20 years in practice, dedicated to providing outstanding client service. We are seeking an organized, reliable, and detail-oriented Office Administrator to be the operational heart of our office. This position is vital to maintaining a smooth workflow, supporting our financial advisors, and ensuring a positive experience for every client. If you are passionate about accurate work and looking for a long-term career in a professional environment, we encourage you to apply.

Key Responsibilities

• Front Desk Management: Serve as the first point of contact, professionally answering phones, greeting clients, and managing the front desk workflow.

• Advisor Support: Provide comprehensive administrative support to financial advisors and staff, allowing them to focus on client strategy.

• Scheduling and Communication: Efficiently manage all office scheduling, appointments, and advisor calendars. Handle professional office correspondence (email and mail).

• Document Management: Maintain meticulous organization of client files and highly confidential documents, ensuring compliance with firm standards.

• Data and Reporting: Accurately perform data entry tasks and assist in the preparation of basic reports and presentations.

• Financial Administration: Assist with basic billing procedures, processing payments, and tracking office expenses.

• Office Operations: Manage office supply inventory, coordinate maintenance requests, and ensure the entire workspace is consistently neat and professional.

Required Qualifications

• Experience: A minimum of 2+ years of experience in office administration, clerical, or customer service roles. Experience in a financial, insurance, or professional services office is highly preferred.

• Technical Proficiency: Strong proficiency with Microsoft Office Suite (Word, Excel, Outlook) and ability to quickly learn industry-specific software.

• Professionalism: Exceptional attention to detail, reliability, and the ability to maintain the confidentiality of sensitive client information.

• Personal Skills: Excellent verbal and written communication skills, strong organizational abilities, and a self-starter mindset.

• Background: Must be able to successfully pass required background and credit checks. A good personal credit history is required due to the handling of financial documents.

Compensation & Benefits

• Competitive Compensation: Pay is commensurate with experience and qualifications.

• Retirement: Access to our 401(k) plan and profit-sharing program.

• Paid Time Off: Generous paid time off and paid holidays.

• Health: Group dental insurance options.

• Career Growth: Opportunities for professional development and growth within our established and professional office setting.

Company DescriptionWe are an established, independent local wealth management firm. We live here. We own our office building. There’s no moving truck in our future. We are committed to our community and we take an active role in celebrating it and making it an even better place to live. We believe in building long-standing relationships through mutual respect and appreciation. Our practice is built around relationships and client experience, not a product or a transaction. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Company Description

We are an established, independent local wealth management firm. We live here. We own our office building. There’s no moving truck in our future. We are committed to our community and we take an active role in celebrating it and making it an even better place to live. We believe in building long-standing relationships through mutual respect and appreciation. Our practice is built around relationships and client experience, not a product or a transaction. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.