A wealth management firm in Madison is seeking a part-time Administrative Assistant to support daily operations and client services. This is an excellent role for someone starting their career or interested in the financial and wealth management industry. The firm offers hands-on training and clear opportunities for growth.
Provide administrative and clerical support to advisors
Greet and assist clients, serving as a professional and friendly first point of contact
Manage phone calls, emails, scheduling, and appointment reminders
Prepare, edit, and organize documents using Microsoft Office Suite
Maintain accurate records and assist with data entry into the firm’s CRM system
Support preparation of client materials, reports, and meeting packets
Represent the firm with professionalism, confidentiality, and excellent customer service
Strong computer literacy, including proficiency in Microsoft Office Suite
Ability to learn new systems quickly; CRM training will be provided
Professional communication skills and comfort in a client-facing role
Prior administrative experience is a plus but not required
Great opportunity for candidates interested in financial services, wealth management, or long-term administrative growth
Mary Hannah Jarvis is the Director of Recruiting at Staffers, Inc., bringing more than nine years of staffing industry experience serving clients and candidates across Mississippi. Since joining Staffers in 2017, she has built a strong reputation for connecting talent with opportunity through a thoughtful, relationship-driven recruiting approach grounded in trust, responsiveness, and results.
