Wealth Management Assistant

5 days ago

Reston, Virginia, United States Gertsema Wealth Advisors Full time

Gertsema Wealth Advisors is a dynamic wealth management firm dedicated to delivering exceptional client experiences. Our team thrives on collaboration and lives by core values of prioritizing clients, providing outstanding service, adapting to change, and acting with integrity.

We seek a highly organized and proactive assistant who will stay ahead of our advisors. This role will play a key part in setting our advisors and the company up for success. The ideal candidate will help coordinate our advisors' days, manage tasks, and prepare and process paperwork to keep our advisors focused on serving clients.

About the Role:

This position will work closely with advisors to schedule appointments, handle client paperwork, and serve as a liaison between clients and their advisor.

Key Responsibilities:

Please note that we will train you on specific tasks. What we can't train is a strong work ethic, a genuine desire to serve, and excellent communication skills.

  • Calendar Management: Proactively manage the advisor's calendar, including scheduling and prioritizing appointments, meetings, and travel arrangements.
  • Client Paperwork Processing: Process new accounts, transfers, beneficiary updates, cashiering, and other paperwork completion and submission.
  • Client Service: Respond to client inquiries, research questions, and resolve problems.
  • Administrative Support: Provide general administrative support, including answering phones, data entry, and office organization.
  • Project Management: Assist in planning and executing special projects, ensuring deadlines are met and objectives are achieved.

Requirements:

  • Excellent attitude and a strong client service orientation
  • A focus on attention to detail
  • Excellent organizational and time management skills, not just for self but also to help the advisors
  • An ability to handle multiple tasks with tight time frames
  • Strong verbal, written, and interpersonal communication skills
  • A high level of professionalism and discretion
  • Adaptability to changing priorities and ability to work under pressure

What We Offer:

  • Opportunities for professional growth and development
  • A dynamic and collaborative work environment
  • Health Insurance, Vision & Dental, 401(k) matching, PTO

How to Apply:

Please submit your resume and a cover letter detailing your relevant experience and why you would be a great fit for this role.

We are committed to building a diverse and inclusive workplace. If you're excited about this role but your past experience doesn't align perfectly with every qualification, we encourage you to apply anyway. You may be the right candidate for this or other roles.

For more information about our company, please visit our website

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