Frederick, MD, 21705, USA
29 days ago
Financial Wealth Admin Assistant
**_Seeking a Financial Wealth Admin Assistant! This is a full-time, permanent opportunity with excellent benefits (health, dental, vision, generous PTO and 401(k) matching. $55k to 60k per/year._** Are you a professional admin with strong experience with account management and client facing? A very successful local Financial Wealth Management firm is seeking a highly organized and detail-oriented **Administrative Assistant** to support their Financial Advisors and enhance client experiences. In this role, you will manage client accounts, assist with opening new accounts, process documentation, and maintain both electronic and hard-copy client files. You’ll also handle a variety of administrative duties, including preparing client proposals, presentations, and marketing materials, managing schedules, and coordinating meetings and events. Your work will support the smooth operation of day-to-day activities, such as client billing, compliance logs, and maintaining information in our CRM and other platforms. You’ll collaborate with a team to ensure efficient processes and deliver high-quality service to clients. The ideal candidate will have at least 3 years of administrative support experience, a Bachelor’s degree or relevant work experience in the financial industry. Strong communication, problem-solving, and organizational skills are essential, as well as the ability to adapt to a fast-paced environment and manage multiple priorities. Apply today for this excellent opportunity! ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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