Key Responsibilities:
Provide administrative support to financial advisors and leadership
Schedule client meetings, manage calendars, and coordinate appointments
Prepare and organize financial documents, reports, and client files
Assist with onboarding new clients and maintaining accurate records
Handle incoming calls, emails, and client inquiries professionally
Maintain compliance documentation and assist with regulatory paperwork
Support office operations including data entry, filing, and document management
Qualifications:
2+ years of administrative experience, preferably in financial services, banking, or wealth management
Strong organizational and communication skills
High attention to detail and ability to maintain confidentiality
Proficiency in Microsoft Office and CRM systems
Ability to prioritize tasks and manage multiple deadlines
I made the leap from retail management to recruiting and never looked back. I specialize in direct hire positions and I would love to support you throughout your entire process in finding your new career. At Hatch, we are boutique firm which allows us to give you the focus you deserve. As a mom of two, who loves the outdoors and cooking, I understand how important balance is and I want to help you achieve that too. Even if you do not see a role that fits what you are looking for, send me a message, you never know when the right role will come along.
