Administrative Investment Assistant

The Investment Assistant works as a generalist within Wealth Management LLC serving the clients to which they are assigned. The most important functions of the Administrative Investment Assistant are to provide additional clerical support to our clients through timely and accurate delivery of any requests and to assist in the verification/completion of all pending work assigned to the team.

Essential Duties and Responsibilities:

  • Places daily trades and preparation of reports for clients
  • Performs the setup of all new accounts
  • Confirms all pending check deposits on a daily basis to ensure prompt processing at each custodian
  • Partners with team members to monitor and provide status updates on CRM
  • Will reach out to partner custodians to gather updates on items as assigned
  • Process daily downloads with custodians and software
  • Performs the initial review of all new account paperwork that comes to the team, partnering with the client to ensure accuracy before processing with partner custodians
  • Assist in production of quarterly statements for all advisors and/or companies
  • Partners with other Administrative Investment Assistants in the department to ensure daily deadlines are met


  • 1-2 years of prior client service experience
  • Associates degree in related field preferred
  • Ability to multi task and prioritize with great attention to detail and accuracy
  • Team player – must strive to be a collaborative, valued member of the team
  • Exceptional customer relationship building skills
  • Excellent written and oral communication skills
  • Must be able to meet deadlines and keep track of multiple assignments/projects
  • Proficient in Microsoft Excel and Word
  • Exceptional problem resolution skills

Job Type: Full-time


  • Client Service: 1 year (Preferred)
  • Excel: 1 year (Preferred)
  • Microsoft Word: 1 year (Preferred)
  • Administrative: 1 year (Preferred)

Education: Associate (Preferred)

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