Wealth Management Assistant Springhill, FL
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Job Location:
Spring Hill, TN - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Position: Wealth Management Assistant
Firm: Maggard Wealth Management
Location: Springhill FL
Overview:
Maggard Wealth Management a retirement-focused financial advisory firm based in Springhill FL is dedicated to helping individuals and families achieve lasting financial security. We look forward to adding a Wealth Management Assistant who will be instrumental to our teams ongoing success.
If you are detail-oriented highly organized and excel at building relationships youll thrive within our supportive and dynamic office this role you will provide essential support to the owner assist valued clients and help foster a positive and engaging workplace culture.
To ensure timely and reliable onsite collaboration candidates must live within a 45-minute commute of our Springhill FL office.
What youll do:
- Organize and manage the advisors calendar appointments and scheduling
- Coordinate conference room reservations and manage all related logistics for onsite appointments
- Follow up on outstanding requirements with carriers clients and internal teams
- Input update and maintain client and application data in systems such as Excel Salesforce and Word
- Plan coordinate and execute seminars and client appreciation events
- Enter prospect information into Salesforce following the event
- Upload organize and maintain electronic files and client records
- Assist with document preparation correspondence and compliance-related tasks
- Support the firm with day-to-day administrative duties
What Were Looking For:
- 1 years experience in an administrative role
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite Salesforce and Zoom
- Excellent communication; written and verbal
- Collaborative team player willing to assist others
- Ability to proactively troubleshoot and address challenges
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters
Bonus Points:
- Associates Degree
- Financial industry experience
What Youll Get:
Pay & Perks:
- $50k/year bonus potential
- Paid holidays
- PTO after 1 year
- Firm sponsored continuous learning
- Career development and growth opportunities
Schedule:
- In office: Monday Friday 9am 5pm (flexible schedule)
- Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
Junior IC
Key Skills
- Accounting Software
- Time Management
- Accounts Administration
- Accounts Receivable
- Accounts Reconciliation
- Administrative Skill
- Leadership skills
- Accounting & Finance
- Accounts Management
- Communication
- Analysis Skills
- Relationship Management
- Team Player Spirit
- Budgeting Skills
- Accounts Payable
