Wealth Advisor Assistant

JOB TITLE: Wealth Advisor Executive Administrative Assistant - Finance 

Founded in 1993 and headquartered in Valley View, Ohio, Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services, combine to form the Lineweaver Family of Companies. We specialize in providing comprehensive financial planning for High Net Worth private and corporate clients. Our company philosophy is that everyone needs an experienced Financial Quarterback, who can help coordinate all of a client’s financial, tax, legal, and insurance needs, and help them achieve comprehensive and holistic financial planning. We have six locations across Northeast Ohio, as well as clients in 17 states. With more than $800 million in assets under advisement, we have been ranked by Crain’s Cleveland in the top 15 Registered Investment Advisors in 2023. 

Position Overview 

As a Wealth Advisor Executive Administrative Assistant, you will help provide administrative support and appointment preparation to an advisor or team of advisors, including paperwork, preparing reports, and other administrative tasks as needed. The ideal candidate has strong attention to detail and client service skills. 

Essential Day-to-Day Duties and Activities 

• Answer phones, schedule appointments, and prepare materials for client meetings 

• Keep client management systems up-to-date with client information 

• Assist with information and documentation requirements for new accounts, transfers, and more 

• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs) 

• Assist with account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits) 

• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met 

• Educate clients on account services, capabilities, and new technology 

• Assist advisor/advisors with keeping an accurate schedule, including travel 

• Assistance scheduling travel, such as book flights, car rental, hotel stays, and other needs related to travel 

Required Skills and Abilities 

• Desire to take ownership and provide the best customer service in the industry 

• Energetic self-starter with an extremely positive, can-do attitude 

• Strong organization skills with exceptional attention to detail 

• Excellent written and verbal communication skills 

• Pro-active with the ability to think ahead and act independently 

• Must work well in a team environment, supporting others 

• Must be able to prioritize and switch tasks as needed 

• Comfortable with Microsoft suite of products: Excel, Word, Outlook, PowerPoint 

• Experience with Salesforce is a plus 

• Experience working in the financial industry is required 

• Ability to work in office Monday-Thursday for 9 hours/day, Fridays from home from 8 AM – Noon 

Experience and Education 

• 5-10 Years in a similar role or as an administrative professional in the financial industry 

• Knowledge and understanding of financial terms, strategies, and products 

• Understanding of basic investment tools and accounts 

The Ideal Candidate Models the Following Personal Competencies: 

• Character – Display high integrity and honesty 

• Personal Capability – Demonstrate technical and professional expertise, solve problems, analyze issues, innovate, practice self-development 

• Focus on Results – Establish stretch goals and take responsibility for outcomes 

• Interpersonal Skills – Communicate effectively, build relationships and collaborate with internal stakeholders and external clients 

Salary and Benefits: 

• Pay: $31 -$36/hour, depending on experience 

• Bonus plan, with an additional up to 9% based on quarterly and annual performance 

• 401(k) with safe harbor match after the first year 

• Profit-sharing after the first year 

• Medical, dental, and vision 

• Friday afternoons off 

• 2 weeks paid vacation first year, 3 in second year 

• Professional development assistance 

• Paid holidays 

• Opportunities for development and advancement