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Collier County Board of County Commissioners

Naples, Florida

Harbor Capital Advisors

Boston, Massachusetts

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

http://www.foundersfcu.com/careers Logo
http://www.foundersfcu.com/careers

Lancaster, South Carolina

STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

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Wealth Management Administrator
Position Summary This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff. Essential Duties and Responsibilities Ensure the timely completion of assigned tasks related to client records Direct client contact via email or phone Coordinate oral and written communications and client related documents Prepare quarterly client portfolio reports Verify the accuracy of the information contained in client reports Prepare account applications and general account maintenance Assist in th


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