Are you looking to get your foot in the door with a great company that has a supportive, positive environment with opportunities for growth? Look no further! PEG is recruiting for an Administrative Assistant for a wealth management company located in Brentwood, MO. They have an amazing culture with a close-knit group that enjoys bowling events and holiday office parties. This position is a full-time direct hire placement. 

What You’ll Do:  

• As the Administrative Assistant you will provide high-level administrative and clerical support to the wealth management team. 
• Support the Partner/Sr. Wealth Management Advisor and Wealth Advisor team through calendar management, meeting preparation, new client onboarding, client service, participation in client calls, gathering client information and travel arrangements.
• Maintains team email, business spreadsheets, client records through the Client Relationship Manager (CRM) program.
• Process client requests, resolving client inquiries, documenting client communication in CRM and client notes.
• Schedule, prepare, and document Annual meetings. Maintain Annual Client Review spreadsheet.
• Maintain system of tracking and execute one-time, monthly, and annual client money movements (RMDs, IRA contributions, 529 contributions, etc.)
• Answer phones, greet clients/visitors.

• Minimum 3-5 years experience.
• Applicable education background.-some financial services experience required; Series 65 would be a plus.
• Strong organization, attention to detail and task management skills.
• Knowledge of Outlook, Word, Excel, and Power Point required. Familiarity with Schwab, CRM/Tamarac and Money Guide Pro are beneficial.
• Strong verbal and written communication and interpersonal skills with clients and coworkers.
• Ability to perform multiple tasks efficiently and with accuracy.
• Ability to maintain integrity of sensitive and confidential information.
• Ability to work independently or in a collaborative setting, exercise good judgement and take initiative.