Wealth Services Assistant

We're Looking for a Team Player!

Cleary Wealth Management is seeking an experienced Administrative Portfolio Coordinator to join our team. As a key member of our small, dynamic team, you will be responsible for providing exceptional support to our clients and colleagues.

Responsibilities

Welcoming visitors and managing meeting rooms

Organizing client meetings and preparing reports

Preparing portfolio performance reports and invoices

Supporting sales activities, including correspondence and onboarding new clients

Managing the email inbox, filing, and scanning

Assisting with product administration and launches to market

Maintaining client information to meet AML and compliance requirements

Distributing client newsletters and coordinating client events

General office administration, including updating manuals

Requirements

A positive, can-do attitude and a strong team orientation

Highly organized with excellent attention to detail

Exceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential

3+ years of experience in administration, PA, or client service

Strong written, verbal, and overall communication skills

The ability to work independently