_{25th March, 2025}

Overview of the HR Specialist/Executive Administrative Assistant:

Communicate with clients regarding investments, assets, beneficiaries, trusts, etc. Will also provide administrative support to the organization. This role involves a blend of high level Client Interaction and Operational assistance. 
Job duties: 

• Work closely with Financial Advisors regarding client inquires.
• Update client accounts as requested.
• Forward client questions to Account Managers. 
• Provide high level administrative support to staff, including scheduling meetings, taking messages, etc.
• Assist in running the office.
• Special projects as assigned. 

• M-F, 8:00am to 5:00pm
• 100% of work will be performed in office

• Associate's degree or higher is preferred 

• Previous Wealth Management Experience required.
• Excellent written and oral communication with all levels of the organization
• Grammar, punctuation, and spelling
• Maintain strict confidentiality
• Excellent ability to work with detail with accuracy
• Work well with others at all levels of the Company
• Maintain accurate records

•   $21-$27/hr