Wealth Management Advisor Assistant

A wealth management firm in Mercer County is seeking experienced Wealth Management Advisor Assistants to join our firm and help service/continue to grow our client base in our Princeton, New Jersey offices. As a Wealth Management Advisor Assistant, you will work side by side with the Managing Director and a team of experienced professional Wealth Management advisors to help clients meet their financial goals.
The Wealth Management Advisor Assistants will be responsible for providing administrative and operational support to Wealth Management Advisors in a fast-paced financial planning office. The ideal candidate might be someone who has spent at least a few years in the industry supporting and is looking to continue to advance his/her career. At this firm, you can grow in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure.
The Wealth Management Advisor Assistants will assist the team in many areas of our Wealth Management practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.
Responsibilities

• Assist Wealth Management Advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service

          Interact with clients in person and over the phone
 Prepare and review new account paperwork
            Facilitate and resolve client service requests
 Apply a working knowledge of operations/client-service processes

• Work independently, effectively, and efficiently

           Ensure paperwork is prepared and provided for all client meetings

• Handle confidential and/or sensitive information responsibly
• Maintain admin functions of the office such as office supplies and mail

 Perform other duties as assigned Required Experience/SkiIIs
 At least two (2) years of financial services/insurance experience
 Detail oriented and able to work in a fast-paced environment       Committed to providing exceptional customer service
            High degree of comfort managing multiple tasks simultaneously

• Strong character and a positive attitude
• Proficient with Microsoft Office—especially Excel

 Quick Book

• Experience with CRM systems

Preferred Experience

 Bachelor's degree in finance, business, or financial services (or equivalent experience)
            Microsoft Dynamics experience
           Docupace experience
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal and credit background check as is required for this role.
The company is committed to helping its clients achieve their financial goals and providing growth opportunities to its employees. We offer benefits to all full-time employees, and compensation for this position will commensurate with experience plus discretionary bonus. The company has a culture of teamwork.