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Client & Admin Assistant – Wealth Management
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-01-27
Listing for:
ProspectBlue
Full Time
position Listed on 2026-01-27
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A wealth management firm in Richmond, VA, is seeking an experienced Client Specialist/Administrative Assistant to serve as a key point-of-contact for clients. The candidate will support financial advisors, organize client records, assist with account tasks, and enhance the overall client experience. Ideal applicants should have a minimum of two years of experience in financial services, strong attention to detail, and proficiency in Microsoft Office and CRM systems.
This position offers the opportunity to join a dynamic financial team.
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