Financial Services Administrative Assistant

3 days ago


Middleburg Heights, Ohio, United States Wealth Management Financial Services Full time
Job OverviewWealth Management Financial Services is seeking a skilled Financial Services Administrative Assistant to join our team. In this role, you will provide administrative support to our financial services professionals, ensuring the smooth operation of our office.

The ideal candidate will possess excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.

Key Responsibilities
  • Client Support
    • Assist with client meeting preparation, report generation, and financial planning.
    • Ensure compliance, continuing education, and licensing requirements are met.
  • Account Administration
    • Create, balance, and trade client accounts efficiently.
    • Prepare new account paperwork accurately and promptly.
  • Office Administration
    • Provide overall administrative support to our team, including data entry, filing, and other tasks as needed.
Qualifications and Requirements
  • Licensing in the Securities Industry; Series 6, 65, 63, or 7.
  • Licensing in the Life and Health Insurance Industry; Life and Health.
  • Any additional financial designations (e.g., CFP, CLU/ChFC) are a plus.
Salary and Benefits

We offer a competitive salary of $$60,000 per annum, along with a comprehensive benefits package, including health insurance, retirement plan, and paid time off.



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