Wealth Office Assistant

Job Description

Job Description

Chesapeake Wealth Management- Wealth Office Assistant

Are you someone who thrives on creating order, supporting others, and being the person people count on? Do you take pride in making a professional environment feel welcoming, polished, and seamless—both for clients and colleagues alike? If so, we’d love to meet you.

Our Wealth Management group is seeking an Office Assistant who enjoys being at the heart of the office. This role is ideal for someone who is naturally organized, service-oriented, and energized by variety. You’ll play an important part in keeping day-to-day operations running smoothly while helping ensure clients and team members feel supported, prepared, and confident.

This position offers the opportunity to work alongside experienced professionals in a collaborative, respectful environment where attention to detail matters and professionalism is valued. You’ll be trusted with meaningful responsibilities, exposed to all facets of a wealth management office, and seen as an essential contributor to the team’s success.

Why You’ll Enjoy This Role

• You enjoy being a go-to resource and take satisfaction in helping others succeed
• You value structure, organization, and follow-through
• You appreciate a client-focused, relationship-driven environment
• You’re looking for a stable, in-person role where your contributions are noticed and appreciated
• You want to be part of a team that works together, supports one another, and takes pride in doing things the right way

Why You’ll Love It Here:

• We’re consistently ranked among the top 200 banks in the U.S. for employee engagement
• “Fun” isn’t just a buzzword—it’s a core value we live every day
• Competitive pay, great benefits, and real opportunities to grow
• A culture of giving back: we invest time and money into the communities we serve
• You’ll actually want to get up and come to work

If you’re professional, dependable, and motivated by making a positive daily impact, this is a great opportunity to grow your career in a respected wealth management setting.

Want to read more about why you should join the team, click the link below:

Top 10 Reason You Should Explore a Career with Chesapeake Bank

Apply today and bring your organizational strengths and service mindset to a team that truly values them.

Summary:

Assist Relationship Manager with account management and client needs. It also requires strong organizational skills. Knowledge of trust regulatory and compliance rules and laws is helpful.

Responsibilities:

Reception and Client Services Support:

• Answer and direct incoming telephone calls in a warm, professional and courteous manner.
• Greet and host clients and visitors. ensuring they feel welcome and are properly assisted.
• Schedule and organize meetings. working closely with the client servicing team.
• Maintain team approach by assisting and filling in for others when necessary.
• Confirm appointments, ensuring the office schedule is up-to-date.
• Ensure that conference rooms and lobby areas are maintained (e.g., stocking necessary supplies, ensuring cleanliness, and creating a visually welcoming atmosphere].
• Execute opening and closing procedures for the office.
• Assist in serving as a liaison with property management vendors for any facilities-related issues.
• Shred client documents as directed, adhering to confidentiality and privacy policies.

Administrative Duties:

• Provide administrative support to President of company, financial advisors, portfolio managers, and client servicing team. Assist with day-to-day tasks and project coordination.
• Create and maintain the Office Master Calendar, ensuring all team appointments, meetings, and events are scheduled appropriately.
• Open and sort incoming mail, ensuring important items are directed to the right person promptly.
• Process requests for client gifts and ensure timely and accurate delivery.
• Inventory office supplies regularly, ensuring appropriate stock levels, and order supplies as needed.
• Prepare and process UPS shipments. including ordering UPS supplies and ensuring timely delivery of materials.
• Perform additional duties as requested by senior officers.

Document and Materials Preparation:

• Prepare and print materials for team. ensuring accuracy and timeliness.
• Assemble, print, and/or bind client reports for meetings or mailings, maintaining consistency in presentation.

Project Coordination and Miscellaneous Duties:

• Coordinate various projects as needed, ensuring deadlines are met and tasks are completed.
• Coordinate RSVPs, set-up, and planning for local client or team events. Ensuring all logistics are managed efficiently.
• Perform other administrative duties as requested.
• Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes
• Other duties as assigned

Requirements:

• High School Diploma or equivalent. Associate’s or Bachelor's Degree preferred
• 2-3 years proven success in an administrative support function, preferably in the financial services industry
• Strong organizational skills with the ability to multitask
• Strong verbal and written communication skills
• Proficient computer skills including Excel, Word and Power Point
• Highly detail oriented and accurate
• Client focused with the ability to develop strong client relationships
• Strong problem-solving skills
• Team player. Collaborative and able to work with others

Additional Information:

• This is an in-person position, based out of our Williamsburg, VA office.