Administrative Associate - Wealth Management Firm

Overview

Our client is a rapidly growing wealth management consultancy who have scaled from $500M to $1B+ AUM in just the past year! They are a tight-knit group with a startup mentality — excited, ambitious, collaborative.

They are growing their operations team and are looking for a motivated and experienced Administrative Associate to join their team!

You will be a trusted partner to our advisors and leadership team, playing a critical role in day-to-day operations, client onboarding, scheduling, and internal coordination. Your work will directly support the physicians and families we serve, helping ensure every interaction is seamless, professional, and thoughtfully executed.

• Own the organization and maintenance of client files, records, and documentation with accuracy and care
• Manage calendars, meetings, and appointments for advisors and leadership
• Prepare, format, and polish documents, reports, and presentations
• Serve as a professional first point of contact, answering and routing incoming calls
• Handle data entry and ongoing database management with a high level of attention to detail
• Support new account openings and client onboarding processes
• Assist clients with Docu Sign, online account access, and administrative follow-ups
• Provide day-to-day administrative support that keeps the office running smoothly

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred
• Experience in an administrative or office support role
• Exceptional attention to detail and the ability to manage multiple priorities
• Clear, professional written and verbal communication skills
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to work independently while collaborating closely with a team
• Professional presence, discretion, and a client-first mindset

• Competitive compensation: $80,000–$110,000, based on experience
• 401(k) with employer match
• Health insurance
• A collaborative, professional, and team-oriented work environment
• The opportunity to grow with a respected fiduciary firm dedicated to serving medical professionals

• Startup energy, serious credibility. You’ll be part of an entrepreneurial team, not a corporate machine.
• Diverse, hands-on experience. Go beyond surface-level planning — you’ll gain real exposure to tax, estate, and portfolio management
  .
• Personal brand development. We actively help our advisors grow their presence with social content, webinars, and speaking opportunities.
• Proven growth path. Just ask one of our interns — intern last year, team lead today!
• A place where excellence gets recognized. With our growth trajectory, there's plenty of room to advance.

Interested candidates, please note: our team checks for new applicants every day and while we would love to be able to engage with each of you personally, given the high volume of applicants we receive we are only able to contact candidates that are best suited for this role.

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