Hiring: Assistant to Wealth Management Advisor Company: Solomon Page Location: New York, NY Job Posted Time: 2026-09-10 13:09:56 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, Microsoft Office, Salesforce, Wealth Management About the job Experience: •5+ years of experience in wealth management, financial services, or a brokerage environment; brokerage experience strongly preferred. Required Skills: •Serve as a key point of contact for clients and provide exceptional customer service. •Run financial reports and assist advisors with client-related needs. •Interface with the broker/dealer to resolve account discrepancies. •Open new accounts and manage all related documentation. •Process incoming and outgoing funds. •Schedule appointments with existing and prospective clients. •Organize and maintain client files in accordance with compliance requirements. •Handle day-to-day administrative and operational support for the advisor and clients. Qualifications: •Demonstrated success in career longevity and stability; the ideal candidate is not a job hopper. •Strong Microsoft Office skills, particularly Outlook, Word, and Excel. •Bachelor’s degree preferred; Finance or related degree a plus. •Exceptional client service and communication skills. •Highly detail-oriented, organized, and able to manage multiple priorities. •Demonstrated capacity to work efficiently and independently with minimal supervision. •Professional and personable demeanor with the ability to communicate confidently with clients. •Must successfully pass a background check •If you meet the required qualifications and are interested in this role, please apply today. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!