• Financial Wealth Management Admin Assistant

    ManpowerGroup (Frederick, MD)


    Financial Wealth Management Admin Assistant! - Frederick, MD

     

    _This is a full-time, permanent opportunity with excellent benefits (health, dental, vision, generous PTO and 401(k) matching.) $58k to $65k annual starting salary._

     

    _Are you a professional admin with strong experience in account management who is accustomed to client-facing roles? This could be your next career step!_

     

    A very successful local Financial Wealth Management firm is seeking a highly organized and detail-oriented **Administrative Assistant** to support their Financial Advisors and enhance client experiences. **This is an in-office role in Frederick, MD.** Enjoy free parking and the opportunity to work in a professional, newer office building.

    In this role you will:

    + Manage client account information, assist with opening new accounts, process documentation, and maintain both electronic and hard copy files,

    + You will also handle a variety of administrative duties, including preparing client proposals, presentations, and marketing materials. managing schedules, and coordinating meetings and events.

    + Your work will support the smooth operation of day-to-day activities, such as client billing, compliance logs, and maintaining information in their CRM and other technology platforms.

    + You'll collaborate with a team to ensure efficient processes and deliver high-quality service to clients.

    The ideal candidate will have:

    + At least 3 years of administrative support experience.

    + Bachelor's degree or relevant work experience in the financial industry.

    + Strong communication, problem-solving, and organizational skills are essential, as well as the ability to adapt to a fast-paced environment and manage multiple priorities.

    + Excellent attention to detail and a highly professional communication style will garner success in this role.

    + Be a member of an office that works hard and celebrates successes as a team!

     

    _Apply today for this excellent opportunity!_

     

    ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.