Description
The Wealth Management Administrator supports the Wealth Management team by improving account and transaction administration, maintaining accurate client records, coordinating account activities, serving as a primary contact for routine client needs, and supporting compliance, reconciliations, and audit procedures. The role requires a high school diploma or equivalent, at least three years of prior administrative work in the financial industry, strong communication and organizational skills, Microsoft Office proficiency, and the ability to learn Wealth Management systems and workflows.
