Ty J. Young Inc. Wealth Management · 6 hours ago
Operations Team Member / Administrative Assistant
Ty J. Young Inc. Wealth Management is a nationwide wealth management firm, and they are seeking an Operations Team Member / Administrative Assistant to make a positive difference in clients’ lives. The role involves providing office support, assisting across departments, and greeting and assisting clients.
AdviceConsultingFinancial ServicesWealth Management
Responsibilities
Greet clients and vendors
Open & close the office
Digitize client data and files
Handle incoming/outgoing company mail
Inbound client calls and direct to appropriate departments
Schedule and confirm appointments
Qualification
Required
Proficiency in Microsoft Office
Strong interpersonal and communication skills
A “figure it out” Mentality
CRM Experience
A motivated, self-starter
Client-service focused
Detail-oriented and precision-focused
Organized, proactive, and resourceful
Preferred
FORMER ATHLETES PREFERRED
Benefits
Company-sponsored lunches and events
Opportunities for professional development & advancement
Company
Ty J. Young Inc. Wealth Management
Who is Ty J. Young, Inc. Wealth Management? Ty J. Young Inc.
Funding
Current Stage
Growth StageRecent News
Morningstar, Inc.
2025-03-19
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