401K

Employee Referral Program

Life Insurance

UNKNOWN

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At our leading Wealth Management Firm, your operational excellence becomes the quiet engine behind every successful meeting, document, and event. Build operational mastery, expand your exposure to financial planning and reporting, and grow alongside advisors who value your contribution.

<h2>Are You the Hub That Keeps Everything Moving?</h2><p>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.</p><h3>What Success Looks Like</h3><ul><li>You orchestrate advisor calendars and client appointments so days run smoothly.</li><li>You prepare and process client documents meticulously and in compliance with regulations.</li><li>You maintain accurate, secure client records in our systems.</li><li>You answer client questions promptly and professionally, building trust with every interaction.</li><li>You help craft financial reports and client-facing presentations that are clear and compelling.</li><li>You coordinate client events and seminars that educate and engage.</li><li>You handle office essentials—filing, data entry, and supply management—without missing a beat.</li></ul><h3>Bring These Qualifications</h3><ul><li>High school diploma or equivalent; degree in finance, business, or related field preferred.</li><li>Administrative experience; background in financial services is a plus.</li><li>Top-tier organizational skills and comfort juggling multiple deadlines.</li><li>Strong written and verbal communication.</li><li>Microsoft Office proficiency (Word, Excel, PowerPoint); familiarity with financial software is beneficial.</li><li>High attention to detail, accuracy, and confidentiality.</li><li>Collaborative spirit with a growth mindset.</li></ul><h3>Additional Strengths We Value</h3><ul><li>Data Analysis and Manipulation</li><li>Accounts Payable (AP)</li><li>Accounts Receivable (AR)</li><li>Bank Reconciliation</li><li>Certified Public Accountant (CPA)</li><li>Certified Management Accountant (CMA)</li><li>Budgeting / Forecasting Experience</li><li>Financial Audit Experience</li></ul><h3>Your Growth Path</h3><p>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.</p>

<p>As we build lasting relationships with our associates and clients through accountability, integrity, and excellence, we will make a difference in our communities. As a team, we will be moved by compassion, a mindset of gratitude, and a mission to help each other and those we serve both in our communities and around the world.</p>

Express Employment Professionals - Ada

Private Wealth Administrative Support Specialist

Accounts Payable

Accounts Receivable

Administrative Skills

Auditing

Budgeting

Certified Management Accountant (CMA)

Certified Public Accountant (CPA)

Customer Experience

Customer Relations

Customer Support/Service

Data Analysis

Data Entry

Detail Oriented

Event Management

Finance

Finance Software

Financial Audit

Financial Planning

Financial Reporting

Financial Services

Financial Strategy

Follow Through

Forecasting

High School Diploma

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Organizational Skills

Presentation/Verbal Skills

Reconciliation

Regulatory Compliance

Resolve Customer Issues

Sales Presentation

Seminars

Team Player

Vendor/Supplier Management

Wealth Management

Writing Skills

100hires

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Private Wealth Administrative Support Specialist Express Employment Professionals - Ada

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