<p>We are seeking a detail-oriented and highly organized Wealth Management Admin. Assistant to join our team. The ideal candidate will possess strong multitasking abilities, high numerical proficiency, and excellent communication skills. This role involves daily account maintenance, instruction processing, and direct interaction with advisors and custodians to ensure accurate and timely execution of financial transactions.</p><p><br></p><ul><li>Perform daily account maintenance and ensure data accuracy across platforms.</li><li>Review proposed financial instructions for accuracy and submit to custodians for execution.</li><li>Monitor instruction status and allocations to ensure timely completion.</li><li>Provide customer service support for inbound calls, addressing inquiries professionally.</li><li>Communicate effectively via email with financial advisors regarding account updates and instructions.</li><li>Scan and transmit documents securely and efficiently.</li><li>Utilize Microsoft Excel, Word, and PowerPoint to generate reports, presentations, and documentation.</li><li>Maintain a high level of numerical accuracy in all tasks and reconciliations.</li><li>Multitask across various operational duties while maintaining attention to detail.</li></ul>

<ul><li>Proven experience in financial operations, client service, or account maintenance.</li><li>Strong proficiency in <strong>Microsoft Excel, Word, and PowerPoint</strong>.</li><li>Excellent attention to detail and ability to manage multiple tasks simultaneously.</li><li>High level of <strong>numerical literacy</strong> and analytical thinking.</li><li>Strong written and verbal communication skills.</li><li>Experience working with custodians or financial advisors is a plus.</li></ul>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>