About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This is an entry-level client service and administrative support role with a Confidential Client in the wealth management space. You will provide front-office support, assist client-facing teams, and learn systems and processes that enable long-term growth into a full Client Services Associate role.

• Greet clients and guests and create a professional, welcoming first impression
• Provide front-desk coverage and handle incoming calls professionally
• Support financial advisors and Client Service Associate teams with day-to-day administrative tasks
• Maintain and organize client records and documentation in accordance with industry standards and regulations
• Assist with operational projects and special assignments across the team
• Prepare client presentations and materials (including assembling and binding documents)
• Perform basic data entry, tracking, and spreadsheet work
• Learn and use the firm’s CRM and other technology systems
• Communicate clearly and professionally with clients, advisors, and internal colleagues
• Take initiative to learn the business and progressively assume additional responsibilities

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Desired Qualifications

• Bachelor’s degree required — preferably in Finance, Accounting, Economics, Business, or a related field
• Demonstrated interest in finance, investments, wealth management, or financial services
• Prior financial services or investment advisory experience is a plus but not required
• Strong academic record and ability to learn financial concepts quickly
• Extremely organized, detail-oriented, and dependable
• Excellent verbal and written communication skills
• Outgoing, personable, and comfortable interacting with clients and colleagues
• Professional demeanor and strong interpersonal skills
• Proficiency with Microsoft Office, particularly Excel, Word, and Outlook
• Comfortable working with spreadsheets and learning CRM and other systems
• Ability to multitask, prioritize work, and meet deadlines
• Team-oriented attitude, strong work ethic, and a desire to build a career in wealth management

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Compensation & Opportunity

• Estimated salary range: $50,000–$60,000 per year (dependent on experience, internships, education, and qualifications)
• Entry-level role with clear pathway to increased responsibility and career growth within wealth management

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Location

Richmond, VA — on-site (this posting is for the Richmond location)

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Why This Role

This position is ideal for a motivated, client-focused recent graduate or early-career professional who wants to start a long-term career in wealth management. If you enjoy working with people, pride yourself on attention to detail, and are eager to learn industry systems and best practices, this role offers strong coaching and upward mobility.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.