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Part-Time Wealth Admin & Client Services Specialist

Job in Manchester, Hartford County, Connecticut, 06040, USA
Listing for: Valmark Financial Group
Part Time position
Listed on 2026-01-20
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A boutique wealth advisory firm in Manchester is seeking a Part-Time Operations & Client Services Administrator. This role supports advisors by providing exceptional client service in a wealth management environment. Responsibilities include application processing, policy maintenance, and client communications. The ideal candidate has strong organizational skills, previous experience in financial services, and proficiency in Microsoft Office. This position offers training and career growth opportunities along with competitive benefits.
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