Wealth Management Associate
3 days ago
Mowery & Schoenfeld is a leading wealth management firm seeking a skilled Administrative Professional to join our team. This role involves providing exceptional client service, supporting advisors, and contributing to the growth and success of our company.
**Key Responsibilities:**
- Delivering outstanding client service through proactive communication and issue resolution.
- Developing and maintaining relationships with clients and advisors to enhance their experience.
- Managing client execution items and ensuring accurate documentation.
- Preparing reports and coordinating meetings with advisors and clients.
**Requirements:
- Bachelor's degree in a relevant field or equivalent experience.
- 2+ years of experience in wealth management, financial services, or related industry.
- Excellent communication and organizational skills.
**Salary Range: $60,000 - $80,000 per year**, depending on experience.
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