Wealth Management Operations & Executive Assistant

Prior experience or exposure to Fidelity Investments and/or Charles Schwab Background in wealth management, financial advisory, or investment operations Exposure to life insurance and annuity products (bonus) Experience with Salesforce CRM Familiarity with financial planning tools (eMoney, MoneyGuidePro, Orion)

Track client tax documents (K-1s, 1099s) Support alternative investment maintenance (re-registration, address changes, ownership updates) Handle maintenance requests for Fidelity and Charles Schwab Attend investor calls and distribute summaries Provide due diligence updates Prepare paperwork for new client onboarding and transactions Enter and maintain life insurance and annuity data in Salesforce Support mass mailings and bulk client communications Prepare client review meeting materials using eMoney, MoneyGuidePro, or Orion Manage CEO's calendar and schedule Manage CEO's email inbox Maintain contact records in Salesforce and Outlook Generate birthday reports and assist with relationship management