Wealth Management Administrative Assistant

2 weeks ago

Blue Bell, United States Meridian Bank Full time

Meridian Wealth Partners

We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system, the Progression of Wealth® financial planning. This revolutionary discipline connects the management of wealth to meaningful, personal goals.


Dealing with multiple brokers, banks and institutions can create fragmented finances. At Meridian Wealth Partners, we offer a more holistic approach to better organize and manage your portfolio. You benefit from better informational reporting, oversight and analytics once your assets are managed by a single trusted advisor.


In 2017, the revolutionary personalized planning process of HJ Wealth Management, LLC and the similar financial expertise of Meridian Financial Services combined to create Meridian Wealth Partners, LLC, all with the goal of further enhancing our client-first way of doing business.

Position summary: The Client Support Assistant will be responsible for a wide variety of duties as it relates to supporting the Director of Client Service, Directors, Managing Directors and other team members to deliver excellent client services and relationship management. In collaboration with our Director of Client Service, Directors, Managing Directors and other team members, this individual will focus on several key areas of the client experience including but not limited to – addressing client inquiries about products and services in a timely fashion, administering reports and preparing documents and presentations. In addition, this position is responsible for complying with established operating policies and procedures and reporting pertinent information to the immediate supervisor.


Qualifications required:

  • Bachelor’s degree in Finance or related field preferred
  • 1-2 years of previous office administrative/support experience
  • 1 year of previous customer service experience
  • Ability to adapt and remain flexible with ever changing tasks and client needs
  • Strong computer skills (MS Office, etc.)
  • High degree of attention to detail and ability to multitask


Essential functions and responsibilities:

  • Provides outstanding customer service to all parties while maintaining a positive and professional attitude
  • Demonstrates the ability to always think about the customer’s needs first and go above and beyond for them
  • Maintains the mindset of “client is always right” and “what can I do to help the office succeed?”
  • Greets visitors and directs them to appropriates individuals
  • Sends client email notifications and gifts
  • Submits expense reports/ Accounts Payable for Managing Directors
  • Responsible for mailing/ processing client reports
  • Coordinates with vendors
  • Prepares for client meetings
  • Schedules meetings and travel arrangements if needed
  • Inputs pertinent information into Tamarac, CRM and other systems to maintain data integrity
  • Prepares and analyzes needed paperwork for Directors and Managing Directors that will be needed for client meetings
  • Follows up with clients as needed for execution on planning or service items, additional information, or any other requests of team members
  • Analyzes client concerns/ feedback and works with other teams to provide immediate resolutions and make recommendations to meet or exceed client needs
  • Stays up-to-date about company products and services
  • Assists in developing process improvements to achieve service goals
  • Responsible for office appearance
  • Responsible for daily mail distribution
  • Provides overall administrative support for all of Meridian Wealth Partners
  • Conducts clerical duties including filing, answering phone calls, responding to email inquiries and preparing documents when requested
  • Maintains office supply inventory
  • Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
  • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
  • Communicates with management and coworkers in order to integrate goals and activities
  • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and all regulatory requirements.
  • Other duties as assigned


Success factors/job competencies:

  • Organizational and time management skills
  • Ability to work with little or no supervision
  • Excellent interpersonal and communication skills
  • Timely and regular attendance
  • Completes work in a timely manner
  • Actively seeks coaching


Application Access:

  • Tamarac Software application


Physical demands, work environment, and location:

  • Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
  • Work environment: The noise level in this environment is minimal
  • Location: Various Meridian Wealth Partners locations as assigned


Meridian Bank is an equal opportunity employer.

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