Support private wealth administration with precise documentation and client service at Jackson and Associates PWM. This hybrid role requires travel between four locations.
Jackson and Associates PWM seeks an experienced administrative qualified under the IG Wealth Management umbrella. The position supports daily office tasks through meeting coordination, document processing, and database accuracy. You will help maintain professional client experiences while working one to two in-office days weekly.
Key Responsibilities: Manage documentation and coordinate meetings with meticulous attention to detail
Serve clients professionally and warmly in person and by phone
Submit client documents and maintain accurate digital files
Support quarterly marketing events,
including evening attendance
Process transactions and enter personal data into databases
Requirements: Three or more years in financial or legal sectors is preferred
Valid driver’s license and reliable personal vehicle
Microsoft Office 365 Suite experience
SalesForce CRM and Advisor Portal experience
Related post-secondary education or equivalent training and experience
Apply administrative precision, financial-sector knowledge, and warm client service to private wealth operations at Jackson and Associates PWM.