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Sanctuary Wealth · 19 hours ago

Wealth Management Administrative Assistant

Elk City,OK,US

Full-time

Onsite

Entry Level

$48K/yr - $60K/yr

1+ years exp

Sanctuary Wealth is a boutique, client-focused independent wealth management practice dedicated to delivering thoughtful, personal financial solutions to families and businesses in Western Oklahoma. The Wealth Management Administrative Assistant role involves providing client service and administrative support, including scheduling, meeting preparation, and processing account paperwork.

Financial Services

Responsibilities

Greet clients and prepare conference rooms for in-person client meetings

Answer inbound office calls; take messages and direct client requests to the appropriate colleague

Schedule and confirm client appointments (phone and calendar management for advisors)

Collaborate on client communications: proofread emails, coordinate mailings, and assist with event logistics

Prepare client meeting materials: collect documents, scan and file paperwork, and create meeting folders

Process administrative paperwork: account service forms, beneficiary updates, check deposits, etc., under supervision

Conduct tasks with strict attention to security, organization and confidentiality

Support compliance and recordkeeping needs by following firm policies and escalation protocols

Ensure the office is well supplied with all the supplies necessary to conduct business on a professional level

Manage the phone and communications systems within the office behalf of the team

Qualification

Client service experienceMicrosoft Office proficiencyAttention to detailOrganizational skillsProfessional demeanorCommunication skillsConfidentiality

Required

High school diploma or equivalent; associate's degree or coursework preferred

Strong verbal and written communication and professional phone presence

Comfortable with in-person client interaction and providing a polished, personal front-office experience

Basic computer proficiency (Microsoft Office suite — Outlook, Word, Excel) and ability to learn and manage multiple systems

Strong attention to detail, follow-through, and ability to maintain confidentiality

Able to work on-site in Elk City

Professional demeanor and aptitude for learning regulatory-sensitive work

Preferred

1+ years of client service, administrative or receptionist experience preferred

Banking, insurance, or financial office exposure is a plus but not required

Benefits

Benefits package

Retirement plan

Company

Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve.

Founded in 2018

Indianapolis, Indiana, USA

51-200 employees