Administrative Assistant – Finance

Administrative Assistant – Finance

Location: Brentwood, MO
Type: Direct Placement
Pay: 55000.00 - 65000.00 USD per Year

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.
To Be Successful, It’ll Help If You Have:  
  • 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.
• Insurance benefits offered include medical, dental and vision
• 401(k) with employer match
• Paid time off (combines your vacation, personal and sick days together)
• Paid holidays
 *Office building has a gym that employees can pay to join.
 *Office building has a bistro open for breakfast and lunch.
 *Covered parking garage. 




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