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
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Manage scheduling for client meetings, internal appointments, and advisor calendars.
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Oversee data management, ensuring accuracy and consistency across CRM and technology platforms.
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Complete month-end close-out procedures, including task audits, documentation checks, and system updates.
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Manage and send notifications to clients and internal team members as needed.
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Provide lite service support, including address updates, bank account changes, and move-money assistance within permitted guidelines.
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Prepare and organize documents ahead of advisor and team meetings.
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Assist in tracking outstanding tasks, deliverables, and follow-ups.
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Maintain digital filing systems and ensure proper documentation storage.
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Support event logistics such as scheduling, RSVP tracking, materials preparation, and coordination with vendors.
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Coordinate client communications, including sending emails, reminders, and follow-up messages.
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Collaborate with team members to improve operational workflows and enhance service delivery.
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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
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Associate or bachelor’s degree preferred.
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Experience in administrative support, financial services, or customer service roles is a plus.
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Strong organizational and time-management skills with proven reliability.
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Proficiency with CRM systems, Microsoft Office, and digital communication tools.
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Strong verbal and written communication skills.
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High attention to detail and the ability to manage multiple responsibilities effectively.
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Client-focused mindset with commitment to professionalism and confidentiality.
Key Performance Indicators
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Accuracy and timeliness of scheduling and notifications.
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Clean, organized, and compliant data management.
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Successful completion of month-end close-out tasks.
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High-quality support provided to team area responsibilities.
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Positive client and team feedback.
