Wealth Management Administrative Assistant

Description

Wealth Management Administrative Assistant

Elk City, OK

$48,000-$60,000 salary range + discretionary bonuses + benefits package + retirement plan 

Full-time; on-site

 Why Join Us - CopperSky Wealth is a boutique, client-focused independent wealth management practice dedicated to delivering thoughtful, personal financial solutions to families and businesses in Western Oklahoma. We believe in a people first approach. Our team values authenticity, openness and perseverance. People who like working here  are empathetic, fast paced, self-starters who like to work as a team; Specifically, for the good of those we serve. This is an entry-level role designed as a career-launching position — we’ll train you on the details of wealth management, and we’ll support both your personal and your professional growth.

 Position Summary - This position is a client service and administrative support role. Primary responsibilities include scheduling, client meeting prep and support, account paperwork processing, and administrative office responsibilities. The role is client-facing (in-person meeting support and phone reception) and entails large amounts of ongoing operations-focused and administrative tasks.

 Job Responsibilities

• Client Impressions 
  • 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.
• Administration
  • 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.
• Operations
  • 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.

Requirements

Core Competencies 

• Confidentially – Trust is the hallmark of our industry and our personal practice. We have zero tolerance for the mishandling or unapproved sharing of information. 
• Open Communication - Strong interpersonal skills to clearly communicate with clients teammates, and leadership. Willingness to ask clarifying questions, share updates, and escalate concerns appropriately.
• Organization - Ability to manage multiple priorities, track deadlines, and keep the advisors and team on top of critical tasks, all while handling constant interruptions.
• Attention to Detail - Accuracy in data entry, paperwork processing, and client meeting preparation. A habit of double-checking work before completion.

Qualifications

• High school diploma or equivalent; associate’s degree or coursework preferred.
• 1+ years of client service, administrative or receptionist experience preferred. Banking, insurance, or financial office exposure is a plus but not required.
• 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.