Administrative Assistant - Wealth Management

1 week ago Be among the first 25 applicants

This range is provided by Lawley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$40,000.00/yr - $42,000.00/yr

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Great opportunity for someone looking for a long term, stable, administrative career with the opportunity to learn / grow in wealth management! This position is fully onsite and would be responsible for delivering a combination of exceptional customer service and administrative functions, in support of service staff and Financial Advisors, including but not limited to: maintaining client files, Advisor’s schedules, managing calendars, preparing portfolio reviews, maintaining compliance standards.

The ideal candidate would have at least two years of experience in an office setting. Extensive training, support, licensing, and a comprehensive package is provided, including competitive base, benefits, 401K, paid parking, generous PTO and so much more! If you have some administrative experience, are looking for a long-term career, and the desire to join one of the best places to work in insurance, please consider applying today!

• Responsible to deliver a combination of exceptional customer service and administrative functions in support of service staff and Financial Advisors, including but not limited to maintaining client files, Advisor’s schedules, managing calendars, preparing portfolio reviews, maintaining compliance standards etc.
• Answer any overflow of incoming phone calls and serve as a backup to reception
• Maintain effective working relationships with clients, managers, and personnel
• Other functions of the job:
  Expand and grow in your role when supporting miscellaneous duties as requested

• 2+ years office, administrative or customer service experience.
• Associate degree or higher preferred; desire to study and obtain Series 6 & 63 licensing (with Sgroi Lawley support).
• Proficient MS Office Suite (Word, Excel, PowerPoint, Outlook).
• Positive attitude, even in a fast-paced environment.
• Ability to make customers and coworkers feel important and valued.
• Ability to effectively multi-task, prioritize, work quickly and efficiently.
• Precise verbal and written communication skills, even under time constraints.

• A bit about Lawley!
• We are not a call center environment.
• We achieve success by building genuine relationships together, with our teams and clients.
• We are a family owned insurance broker (70+ years!)
• We are deeply committed to the communities we serve and love to get involved.
• We work hard and play hard!

• Competitive salary and referral bonuses!
• Outstanding Benefits (Medical, Dental, Vision).
• Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness.
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule – available 1st day!
• Company 401K contribution received starting Day 1 (for participants 21+ years old).
• Educational support, career development, and growth opportunities!
• Job Security (we’ve never had a lay-off, even during the pandemic).
• Business hours 8am-4:30pm.
• Comfortable, family-oriented culture, with an emphasis on work life balance.
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
• Fulfilling opportunities that align with your career path and our business needs.

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $37,950.00 to $63,250.00.

The Lawley Mission Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long‑term relationships built on a foundation of trust.

We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings:

Entry level

Full‑time

Finance and Sales

Insurance