Job Description
Job DescriptionSalary: 45-55k/year
Investment Admin II
Location: West Chester, Ohio
Job Type: Full-Time
Compensation: $45,000$55,000 (commensurate with experience)
DLAK Wealth Advisors is the fastest-growing Investment Management Advisory firm in Southwest Ohio. As a local, client-focused firm, we proudly serve over 600 familes and manage more than $690 million in assets. We are currently seeking an Investment Admin II to join our dynamic and collaborative team.
This role is ideal for someone who thrives in a fast-paced environment, is detail-oriented, and has experience supporting operational and administrative functions in a professional setting. You will be instrumental in ensuring the efficiency of business processes and delivering an outstanding client experience.
Key Responsibilities
Operational & Administrative Support
- Oversee client onboarding, account openings, transfers, documentation, and asset movements (distributions, contributions, service requests).
- Maintain and present tracking spreadsheets and other operational data.
- Keep CRM systems accurate and up to date.
- Schedule client meetings and coordinate multiple team calendars.
Communication
- Respond to client and colleague inquiries promptly and professionally via phone and email.
- Maintain clear and effective written and verbal communication in all interactions.
Team & Project Support
- Lead the production of the firms quarterly newsletter, including leading monthly meetings and coordinating with team members throughout the process.
- Collaborate with the creative team on monthly podcasts and video content.
- Plan and execute client-facing events and internal team functions.
Qualifications
Required:
- Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
- High attention to detail and a commitment to accuracy.
- Proficiency in Microsoft Excel and other Microsoft Office applications.
- Excellent verbal and written communication skills.
- A proactive, self-motivated attitude with a focus on providing exceptional service.
Preferred (but not required):
- 1+ year of experience in a financial or investment-related administrative role.
- Familiarity with investment or portfolio management systems (training will be provided).
This is a great opportunity to grow with a respected and expanding firm that values teamwork, professionalism, and client service. If youre looking for a role that combines organization, creativity, and impact, wed love to hear from you.