We are seeking a detail-oriented and proactive Administrative Assistant to support our wealth solutions team. This role is essential in ensuring seamless client service, efficient office operations, and strong organizational support for our advisors. The ideal candidate thrives in a fast-paced environment, demonstrates professionalism, and is committed to delivering exceptional client experiences.
Essential Position Responsibilities:
- Accurately prepare, process, and track client paperwork, ensuring compliance with firm and regulatory standards
- Coordinate and manage appointments, meetings, and calls for advisors, optimizing schedules for efficiency
- Serve as a key point of contact for clients, addressing inquiries, facilitating requests, and ensuring prompt follow-up
- Assist with day-to-day administrative tasks, including data entry, correspondence, and office organization
- Contribute to firm-wide initiatives and special projects as needed, supporting overall team success
Qualifications and Skills:
- Administrative experience in a professional setting preferred
- Experience in wealth industry preferred
- Experience using Microsoft and CRM systems preferred
- Ability to work on multiple projects and meet deadlines
- Strong organizational skills and attention to detail
- Ability to communicate clearly in writing and verbally
- Team player
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
Top Skills
What We Do
There are no small clients at Brady Martz. There are no unimportant questions. There are no unsolvable problems. Every one of our clients deserves to work with an experienced professional who understands their business and the industry in which it operates.
Our Accounting, Auditing, Tax, and Consulting Services blend professionalism with expertise. The people of Brady Martz are actively engaged in helping our clients achieve their financial goals. We meet you face to face, then work with you every step of the way.
You'll appreciate the peace of mind that comes from knowing your accountant personally, and knowing that your accountant is an experienced professional who will be with you during your journey to success, year after year.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Brady Martz & Associates. Please visit www.avantax.com/social_policy for more information.
