Wealth Assistant

Description:

Position Summary The Wealth Assistant plays a crucial role in supporting the day-to-day operations of the advisory team. This position ensures smooth scheduling, accurate data management, timely notifications, and essential administrative support. The Wealth Assistant serves as a key operational coordinator, team-area lead across several functions, and provides lite service support to maintain a seamless client experience. This role promotes organizational efficiency and strengthens team performance through reliable, detail-oriented execution. Key Responsibilities Manage scheduling for client meetings, internal appointments, and advisor calendars. Oversee data management, ensuring accuracy and consistency across CRM and technology platforms. Complete month-end close-out procedures, including task audits, documentation checks, and system updates. Manage and send notifications to clients and internal team members as needed. Provide lite service support, including address updates, bank account changes, and move-money assistance within permitted guidelines. Prepare and organize documents ahead of advisor and team meetings. Assist in tracking outstanding tasks, deliverables, and follow-ups. Maintain digital filing systems and ensure proper documentation storage. Support event logistics such as scheduling, RSVP tracking, materials preparation, and coordination with vendors. Coordinate client communications, including sending emails, reminders, and follow-up messages. Collaborate with team members to improve operational workflows and enhance service delivery. Supports Be Wealth's Strategic Plan by actively engaging in initiatives, workflows, and responsibilities that advance firmwide goals and ensure continued organizational growth.

Requirements:

Qualifications Associate or bachelor's degree preferred. Experience in administrative support, financial services, or customer service roles is a plus. Strong organizational and time-management skills with proven reliability. Proficiency with CRM systems, Microsoft Office, and digital communication tools. Strong verbal and written communication skills. High attention to detail and the ability to manage multiple responsibilities effectively. Client-focused mindset with commitment to professionalism and confidentiality. Key Performance Indicators Accuracy and timeliness of scheduling and notifications. Clean, organized, and compliant data management. Successful completion of month-end close-out tasks. High-quality support provided to team area responsibilities. Positive client and team feedback.