Operational & Insurance Associate

Job Posting: Private Wealth Management Associate (Hybrid Role)

We are seeking a highly organized and client-focused Operational & Insurance Associate to support our established Private Wealth Management team. This hybrid role combines administrative responsibilities with licensed insurance support with the opportunity to advance to a MFDA-licensed full-service Associate.

The ideal candidate brings strong attention to detail, a client-first mindset, and the ability to balance operational tasks with advisory duties.

Key Responsibilities

Administrative Support

• Provide daily administrative assistance to advisors and team members.
• Manage client documentation, scheduling, and data entry.
• Maintain accurate records in accordance with compliance and privacy requirements.
• Prepare reports, correspondence, and presentation materials.
• Support onboarding, file maintenance, and workflow coordinat...