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Wealth Advisor Executive Administrative Assistant
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$26.45 - $31 an hour
Full-time
- As a Wealth Advisor Executive Administrative Assistant, you will help provide administrative support and appointment preparation to an advisor/s, including paperwork, preparing reports, and other administrative tasks as needed.
- Answer phones, schedule appointments, and prepare materials for client meetings
- Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Experience with a similar role with a wealth advisory firm is a plus, but not required
- At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees.
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