Job Description

Job Title: Administrative Assistant for Wealth Management

About Us:

Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members.

Job Brief:

We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our advisor team lead by Jeff Miller with in-office location in Richmond, VA. This individual will provide high-level administrative and operational support. The ideal candidate will have a background in wealth management/financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion.

Responsibilities:

Administrative Support

• Manage office operations and ensure a welcoming and professional environment for our clients.
• Manage calendars, schedule client appointments, and coordinate internal meetings.
• Answer and direct incoming calls and emails; act as a liaison between clients and employees.
• Prepare and process account paperwork, applications, and compliance documents.
• Maintain organized client files and documentation in CRM and secure systems.

Financial Operations Support

• Assist with onboarding new clients, including data gathering, form preparation, and follow-up.
• Help generate reports using financial software (e.g., Orion, eMoney, Morningstar).
• Track and follow up on outstanding action items and documentation.

Compliance & Recordkeeping

• Support compliance initiatives by maintaining accurate and up-to-date records.
• Ensure adherence to firm policies, industry regulations, and data security standards.
• Assist with audits and prepare requested documentation as needed.

General Office Operations

• Manage office supply inventory and coordinate with vendors.
• Help organize client appreciation events, seminars, or internal meetings.
• Provide backup support to other staff as needed and directed.

Qualifications:

• 1-2 years of administrative experience in financial services, wealth management, or banking.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Experience with CRMs (e.g., Salesforce, Redtail) and financial planning software is a plus.
• Excellent communication, time management, and organizational skills.
• Ability to prioritize multiple tasks and work independently in a fast-paced environment.
• High level of discretion and professionalism when handling sensitive client information.
• Bachelors Degree.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Why Join Us:

• Opportunity to play a key role in the growth and success of a leading RIA firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Continuous professional development opportunities.
• Culture activities focused on health & wellness, team collaboration, and employee engagement.

Job Tags

Similar Jobs