Vista Wealth Solutions · 2 days ago
Administrative Asssitant
Horsham, PA
Full-time
Onsite
New Grad, Entry LevelVista Wealth Solutions is looking for an Administrative Assistant to support two senior advisors in their day-to-day operations. The role involves managing client information, preparing communications, and enhancing client experiences while ensuring compliance and accuracy in all tasks.
Financial Services
Responsibilities
Work directly with our team of experienced Financial Advisors
Manage client information database system
Perform work tasks, follow-ups, and workflows with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents
Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
Preparing client letters and other written communication as requested
Interfacing with the compliance officer and practicing compliance
Assistance with the management of the advisor’s calendars and emails
Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model
Approach all scenarios with a 'how can I help improve this' mindset
Consistently seek to enhance existing processes to reduce friction and provide a 'Wow!' client experience with every interaction
Qualification
Required
Organized and detail-oriented
Self-starter
Life-long learner
Team player
Ability to manage client information database system
High attention to detail
Reliable accuracy of data and documents
Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
Prepare client letters and other written communication as requested
Interface with the compliance officer and practice compliance
Assist with the management of the advisor's calendars and emails
Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office
Approach scenarios with a 'how can I help improve this' mindset
Consistently seek to enhance existing processes
Honest and full of integrity
Natural service provider
Excellent communicator in both verbal and written mediums
Comfortable in a fast-paced work environment
Technologically savvy
Preferred
Associate or bachelor's college degree
Prior personal, administrative, or executive assistant experience
Prior investment or insurance industry experience
Excellent interpersonal, oral, and written communication skills
Dedication to detail and accuracy
Computer skills (Microsoft Office Skills – Word, Outlook, Excel, PowerPoint, Teams, OneNote)
Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
Familiarity with CRM software or client database management
Benefits
401k
Health benefits included if needed
Company
Vista Wealth Solutions
MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase