Wealth Sales Associate

Overview

If you are interested in this position and meet the above criteria,please follow the link posted to apply on our website. We thank allapplicants; however, only those selected for an interview will becontacted.

Were seeking a detail-oriented, proactive Wealth Administrator to support a high-performing advisory team. Reporting directly to Wealth Advisors, youll keep operations running smoothly, ensure compliance, and deliver an exceptional client experience. This role is ideal for someone with financial services administration experience who thrives in a fast-paced environment and is eager to learn, grow, and contribute to both client service and business development.

Responsibilities

• Process mutual fund and life insurance transactions, registrations, new business, and data entry with accuracy and confidentiality
• Maintain compliant client documentation (KYC, forms, agreements) and ensure CRM records are audit-ready
• Pre...