Manager of Client Administration - Wealth Management

Worthington Wealth Management

Worthington, OH, USA

Published: 6/14/2022

Full Time

Job Description

Are you an experienced Wealth Management Administration Professional looking to take the next step in your career? Come work with us.

If you’ve been an admin in the RIA or even brokerage industry for more than 5 years, you’re what we’re looking for. Attention to detail and analytical thinking are a must – incredible soft skills and a sunny disposition are a plus. Our Manager of Administration will partner with the firm’s other employees to ensure top-tier order execution and service. We’re looking for someone who is passionate about people and wants to be an integral part of our client’s financial journey with a focus on the day-to-day administration of client requests and wealth management tasks. You’d be a key member of a small business team based in Worthington, Ohio.

Worthington Wealth Management is a locally owned, successful RIA that has more than a century of experience in the investment business. We’ve built and are continually improving an environment where we move quickly without hurrying, always prioritize clients, and value creativity, curiosity, and input. Worthington Wealth Management believes in investing in our local community as well as the growth and well-being of our employees.

As the Manager of Administration, you will be primarily responsible for the following, among other things:

Carefully administer with the utmost care and a goal of no mistakes.
Perform client onboarding duties.
Serve as a resource for clients’ financial questions and concerns, typically as their first point of contact.
Provide administrative guidance and advice to the client, often holding their hand through complex transactions.
Support the firm’s strategic direction, vision, and mission at the intersection of administration and client relations.
Suggest and lead initiatives involving technology and data to develop, enhance, and automate administrative processes and systems.
Stay aware of changing client needs and be a step ahead of their requests.
Work hand in hand to execute the directions of the advisory team and firm management.

You will bring the following to our team:

A pleasant disposition.
A bright, reliable presence to our early-morning operations.
Passion for providing excellent client service.
Ability to understand complex regulations and clearly communicate them to the client.
High technological proficiency with an understanding of CRM software generally and MS Office Suite specifically.
Strong written and oral communication skills and the ability to interact well with clients from all walks of life.
Ability to compile and distill information to different audiences as needs dictate throughout the day.
A “sounds crazy, might work” attitude.

What we offer:

Competitive salary commensurate with tangible qualifications and intangible qualities.
Flexible time off and opportunities for a flexible work schedule.
Health & well-being benefits.
A warm, stress-free, and intellectually challenging work environment.

Company DescriptionWe are a locally owned, successful RIA with over a century of experience in the investment industry. We’ve built and are continuously improving an environment where we move quickly without hurrying, always prioritize clients, and value creativity, curiosity, and input. Worthington Wealth Management believes in investing in the growth and well-being of our employees, whatever that means to you.

Company Description

We are a locally owned, successful RIA with over a century of experience in the investment industry. We’ve built and are continuously improving an environment where we move quickly without hurrying, always prioritize clients, and value creativity, curiosity, and input. Worthington Wealth Management believes in investing in the growth and well-being of our employees, whatever that means to you.