Wealth Management Operations – Executive Assistant

Role Overview

• Support a financial advisory practice serving high-net-worth individuals
• Handle investment operations and client account maintenance
• Provide executive-level administrative support for the CEO
• Focus on obtaining and tracking client tax documents such as K-1s and 1099s
• Support alternative investment maintenance and client onboarding processes
• Manage CEO’s calendar and email inbox with precision
• Prepare materials for client review meetings and investor calls
• Maintain accurate records in Salesforce and Outlook

Requirements

• This is a full time role