Job Title: Administrative Assistant for Wealth Management
About Us:
Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members.
Job Brief:
We are seeking a detail-oriented and professional Administrative Assistant with experience in the financial industry to join our advisor team lead by Jeff Miller with in-office location in Richmond, VA. This individual will provide high-level administrative and operational support. The ideal candidate will have a background in wealth management/financial services, strong organizational skills, and the ability to handle high volume and sensitive information with discretion.
Responsibilities:
Administrative Support
Financial Operations Support
Compliance & Recordkeeping
General Office Operations
Qualifications:
Right to Revise:
This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.
The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.
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