Private Wealth Administrative Support Specialist

Are You the Hub That Keeps Everything Moving?

Imagine supporting a high-performing advisory team in Ada, OK—where your organization, follow-through, and client care help turn financial strategies into confident client experiences. At our leading Wealth Management Firm, your operational excellence becomes the quiet engine behind every successful meeting, document, and event.

What Success Looks Like

• You orchestrate advisor calendars and client appointments so days run smoothly.
• You prepare and process client documents meticulously and in compliance with regulations.
• You maintain accurate, secure client records in our systems.
• You answer client questions promptly and professionally, building trust with every interaction.
• You help craft financial reports and client-facing presentations that are clear and compelling.
• You coordinate client events and seminars that educate and engage.
• You handle office essentials—filing, data entry, and supply management—without missing a beat.

Bring These Qualifications

• High school diploma or equivalent; degree in finance, business, or related field preferred.
• Administrative experience; background in financial services is a plus.
• Top-tier organizational skills and comfort juggling multiple deadlines.
• Strong written and verbal communication.
• Microsoft Office proficiency (Word, Excel, PowerPoint); familiarity with financial software is beneficial.
• High attention to detail, accuracy, and confidentiality.
• Collaborative spirit with a growth mindset.

Additional Strengths We Value

• Data Analysis and Manipulation
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Bank Reconciliation
• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)
• Budgeting / Forecasting Experience
• Financial Audit Experience

Your Growth Path

Build operational mastery, expand your exposure to financial planning and reporting, and grow alongside advisors who value your contribution. If you’re energized by keeping complex work organized and clients cared for, this role is for you.