Senior Executive Assistant

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Job description

PRW WEALTH MANAGEMENT Clarity for the Present Vision for the Future

Position Description

Title: Senior Executive Assistant - Wealth ManagementStatus: Full time

PRW Wealth Management is a wealth advisory firm founded in 1989. We are a team of experienced, dedicated professionals who guide and empower clients to make thoughtful financial decisions for themselves and their families to protect their wealth and plan prudently for the future. PRW provides "Clarity for thePresent and Vision for the Future". Our clients seek careful stewardship over their assets and sound advice from a firm they can trust.

Job Summary

PRW Wealth Management, LLC is seeking an experienced Senior Executive Assistant (SEA) for our Quincy,MA office. The SEA will work directly with the Wealth Management Team. This person is responsible for directly communicating with high-net-worth clients to service their account requests and interacting with the back office to process these requests and other account issues. The SEA will also aid and coverage for theSenior Client Service Advisors. This role reports to the Executive Leadership Team.

Main Responsibilities:

• Provide administrative and operational support for the Wealth Management Team
• Maintain and update CRM system
• Provide oversight of the delivery of social media and website updates as applicable
• Follow-up on client documentation and processes
• Communicate with clients and assist with any requests
• Maintain updated documentation and letters of authorization/ACH forms
• Work with clients to produce a raving fans experience
• Generate or update client investment reports
• Maintain and update all required licensing

Primary Objectives:

• Serve as Executive Assistant to the Leadership Team
• Work independently and maintain high efficiency in all procedures
• Respond to advisor and client requests in a timely and professional fashion
• Follow-up on all assignments to ensure they are complete and accurate
• Effectively use firm technology for management of client accounts

Key Measurements:

• Ability to integrate into client base and build rapport
• Timeliness and accurateness of completing tasks assigned
• Professionalism shown in written and verbal communications to clients (including their attorneys and accountants, etc.) and all staff

Qualifications

Desired Skills and Experience:

• Series 6 securities license (preferred)
• Bachelor's Degree in Business, Finance, or related field
• Minimum 3 to 5 years of experience as a SEA for a financial firm
• Highly detail oriented
• Strong knowledge of financial markets and industry rules and regulations
• Ability to prioritize, stay organized, and multi-task in a boutique environment
• Excellent teamwork, interpersonal, and conflict resolution skills
• Excellent Client Service orientation
• Exceptional written, verbal communication, and presentation skills
• Strong knowledge of Microsoft Office Suite, particularly Excel
• Strong knowledge of Morningstar Workstation and other industry tools
• Experience with Redtail CRM

Salary and Benefits

Pay and benefits are competitive based on industry standards

• Salary commensurate with experience
• Full benefits package as outlined below

PRW provides the following benefits: paid personal and vacation time; medical, dental, and life insurance;401k retirement plan; flexible spending accounts for health and dependent care.

PRW Wealth Management, LLC is an Equal Opportunity Employer

1 Pine Hill Drive #502, Quincy, MA -(p) (f)

Securities and Investment Advisory Services may be offered through NFP Advisory Services, LLC (NFPAS), member FINRA/SIPC.PRW Wealth Management, LLC and NFPAS are not affiliated. NFPAS does not provide legal or tax advice and is not a Certified Public Accounting firm.

Job Type: Full-time

Pay: $44,890.00 - $105,585.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Quincy, MA 02169: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Powerpoint: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)

Work Location: One location