C011
Located in Kalispell, MT
Pay: $20.00
Job Full Description
Wealth Management Assistant – Full-Time | Monday – Friday | 8:00 AM – 4:30 PM
Hiring a Wealth Management Assistant to support a team of dedicated financial advisors. If you're detail-oriented, thrive in a fast-paced professional environment, and have a heart for excellent client service — this could be the opportunity for you!
Job Highlights:
-
Full-time, Monday through Friday schedule
-
Support high-performing Financial Advisors with day-to-day administrative tasks
-
Be a key player in delivering a seamless client experience
-
Join a team focused on growth, service, and excellence
Responsibilities:
-
Provide administrative support to maintain and grow a loyal client base
-
Prepare, process, and follow up on client documentation
-
Communicate with clients to address service needs and follow-up items
-
Work effectively within a goal-driven team environment
-
Maintain accurate records and ensure client data integrity
What We're Looking For:
-
Proficient in Microsoft Office 365
-
Exceptional organizational skills and attention to detail
-
Strong customer service skills and the ability to work under deadlines
-
Able to make quick, informed decisions and act with a sense of urgency
-
A team player with a collaborative mindset
-
Experience in the financial/investment advisory industry is preferred but not required
Ready to take your career to the next level?
Apply today or call Express Employment Professionals at 406-257-2255 to schedule an interview!
Kalispell, MT
1526
4 Sunset Plaza
Suite 101
Kalispell, MT 59901
Apply Now Email Us