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Office Administrator/ Coordinator

Wealth Planning Support Specialist

Job in Arlington, Arlington County, Virginia, 22201, USA
Listing for: Naifahouston
Full Time position
Listed on 2026-01-12
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a highly organized Wealth Planning Support Specialist to provide crucial support to Advisors. In this role, you will prepare client reports, handle routine service requests, and assist with research on financial topics. Ideal candidates should have experience in administrative support within wealth management, possess strong organizational skills, and effectively communicate in both written and oral forms.

This position requires proficiency in Microsoft Office Suite and the ability to handle sensitive information discreetly.
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