Job Description
Administrative / Client Service Associate
Boutique Wealth Management Firm | Billings, MT
Full-Time Onsite
Successful and growing wealth management firm in Billings is seeking a polished, detail-oriented Administrative / Client Service Associate to support a small advisor team and help keep the office running smoothly.
What You’ll Do
- Welcome clients, answer phones, manage scheduling, mail, supplies, files, and general office flow
- Support client service tasks including onboarding, account paperwork, money movement, reporting, and event coordination
- Assist with spreadsheets, presentations, mailings, invoices, and internal follow-up
What’s Offered
- Competitive compensation ($50,000–$70,000 base, depending on experience, plus $5,000–$10,000+ bonus potential)
- Full benefits, 401(k) match, and potential long-term equity opportunity
- Opportunity to learn the wealth management industry with hands-on training
What You Bring
- 2+ years experience as an Administrative Assistant
- Strong work ethic, professionalism, organization, and attention to detail
- Comfort with numbers, clients, and a “pitch in where needed” small-office environment
- Prior administrative experience in financial services, banking, legal, consulting, or another client-service setting preferred