Hybrid Wealth Admin bei DBHW Wealth Partners

Join Our Team as a Wealth Admin!

Are you a highly organized and detail-oriented professional with a passion for financial services? Do you thrive in a fast-paced environment where operational efficiency and client satisfaction are paramount? If so, we invite you to be a part of our dynamic wealth management team as a Wealth Admin!

As a Wealth Admin, you will play a pivotal role in supporting our financial advisors and ensuring seamless client service. Your expertise in client account management, administrative support, and compliance will drive the success of our wealth management team. You will be the linchpin that holds our operations together, ensuring that our clients receive the exceptional service they deserve.

Job Summary:

We seek a highly organized and detail-oriented Wealth Administrator to support our financial advisors and ensure seamless client service. This role will focus on operational efficiency, client account management, and administrative support to help drive the success of our wealth management team.

Duties/Responsibilities:

• Assist financial advisors with client onboarding, account setup, and documentation processing
• Manage and maintain client records, ensuring compliance with regulatory requirements
• Coordinate and process investment transactions, fund transfers, and account maintenance requests
• Serve as a primary point of contact for client inquiries, providing prompt and professional support
• Prepare reports, statements, and other materials for client meetings
• Collaborate with internal departments to streamline processes and improve workflow efficiencies
• Stay up to date with industry regulations, firm policies, and financial products

Required Skills/Abilities:

• Excellent verbal and written communication skills with the ability to manage sensitive client interactions with professionalism and empathy.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks efficiently.
• Ability to think critically and problem solve effectively.
• Proficiency in CRM systems, financial software, and Microsoft Office Suite.
• Ability to work both independently and collaboratively in a fast-paced environment.

Education, Experience, and Licensing:

• Bachelor’s degree in Finance, Business Administration, or related field preferred.
• Years of experience in financial services, wealth management, or client service roles preferred.
• Strong knowledge of financial products, retirement accounts, and industry regulations preferred.

Physical Requirements:

• Prolonged periods sitting or standing at a desk and working on a computer.
• This position is an in-office position.

Benefits

As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well.

• 401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.
• The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.
• 401k Rollover options from a previous employer plan are immediately available and encouraged.
• We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.
• Group Health Insurance
• Health Savings Account (HSA)
• Education Reimbursement - 5k lifetime allowance
• Financial planning
• Personal tax return preparation up to $1,250.00 annually
• PTIN Renewal for Tax Preparers
• All continuing education
• Incentive for earned credentials
• Study assistance program

DBHW Wealth Partners is an Equal Opportunity Employer