Wealth Management Assistant
2 weeks ago
**About the Role**:
West of the 5th Financial is seeking a highly motivated and detail-oriented **Mutual Fund Assistant** to join our Wealth team. In this role, you will execute instructions from the team lead with precision, urgency, and a commitment to accuracy. You will work both independently and collaboratively, supporting the preparation, organization, and filing of documents and contributing to the overall efficiency of the team.
**Key Responsibilities**:
- Execute assigned tasks and instructions from the team lead with due diligence and timeliness
- Accurately prepare, organize, and file financial and administrative documents
- Maintain document organization systems to ensure ease of access and compliance
- Support team members in delivering exceptional client service
- Demonstrate a proactive and accountable work ethic in both team and independent settings
**Qualifications & Skills**:
- Proficiency in Microsoft Word and Excel
- Willingness to learn and adapt to new software systems
- Exceptional attention to detail and accuracy
- Strong organizational and time management skills
- Effective problem-solving abilities
- Positive attitude and professional demeanor
- Ability to work both independently and collaboratively
- Self-motivated with a strong sense of urgency
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Administrative Assistant
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