Customer Relations Administrative Assistant Needed

Elevate your career as a Customer Relations Administrative Assistant with Elite Wealth Management. This role supports financial advisors by ensuring clients receive timely assistance and personalized attention.

In this full-time, in-office position, you’ll keep client records accurate, address inquiries professionally, and assist with various administrative tasks linked to financial planning. Your attention to detail and ability to manage multiple tasks will be key to supporting the team’s success.

Key Responsibilities:
• Maintain compliance with up-to-date client records
• Field and respond to client inquiries in a timely manner
• Support financial advisors with necessary administrative duties
• Conduct account reviews prior to client appointments
• Coordinate logistics for client meetings and appointment setups

Requirements:
• Minimum 1 year of experience in financial services or similar
• Strong detail ...