Financial Wealth Management Admin Assistant! - Frederick, MD

This is a full-time, permanent opportunity with excellent benefits (health, dental, vision, generous PTO and 401(k) matching.) $58k to $65k annual starting salary.

Are you a professional admin with strong experience in account management who is accustomed to client-facing roles? This could be your next career step! 

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. This is an in-office role in Frederick, MD. Enjoy free parking and the opportunity to work in a professional, newer office building. 

In this role you will: Manage client account information, assist with opening new accounts, process documentation, and maintain both electronic and hard copy files, You will 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 their CRM and other technology 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. 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. Excellent attention to detail and a highly professional communication style will garner success in this role. Be a member of an office that works hard and celebrates successes as a team!Apply today for this excellent opportunity!