Administrative Support Specialist

3 weeks ago


Wayne, Pennsylvania, United States Waldron Private Wealth Full time
Job Summary:

We are seeking an Administrative Support Specialist to join our team at Waldron Private Wealth. This role will provide critical support to our Client Service department, ensuring that our high net-worth clients receive exceptional service and care.

Key Responsibilities:
  • Prepare and process financial documents and transactions
  • Manage client accounts and ensure accuracy and timeliness
  • Provide administrative support to the Client Service department, including preparing mailings, faxes, and emails
  • Assist with client onboarding and maintain accurate client records
Requirements:
  • Associate degree in finance or related field required
  • Minimum of one year of experience in the financial industry preferred
  • Strong organizational and communication skills required
Estimated Salary:

$60,000 - $70,000 per year



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