Long established Wealth Management organization in Buckhead is growing and adding a critical role. This Administrative Assistant will provide in-depth services to existing clients, establishing relationships based on trust and integrity. Success in this role can lead you to obtain multiple security licenses and proceed in your wealth management career if desired. This job is in the office full-time in Buckhead.
Responsibilities:
Perform day-to-day service-related tasks for the investment operations side of the business
Assist with the preliminary phases of the financial planning process including requesting client documents and following up to ensure said documents are delivered
Maintain calendar, manage emails, and schedule follow-up appointments.
Manage underwriting for clients (this you'll be trained on)
Requirements:
College degree preferred
Exceptional communication skills, willingness to get on calls and proactively respond to requests