Wealth Management Front Desk Associate

J. Arnold Wealth Management, a client first investment advisory firm located in Youngstown, Ohio is looking to hire a full-time wealth management Front Desk Associate. We are looking for a driven, self-motivated team member. The position will support all officers and employees on the day-to-day operations of a wealth management company. Extensive interaction with wealth clients, electronic filing, financial transactions and communicating with clients over the phone. Provide administrative support and customer service including (but not limited to) scheduling, extensive note taking, running reports, updating records, processing client requests, and handling of account documents with confidentiality.


  • Answering phones
  • Scheduling
  • Data Entry
  • Inventory
  • Note taking
  • Client meeting preparation
  • Client services
  • Processing financial documents / client requests
  • Electronic filing of documents


  • Education – High School Diploma or GED (Required)
  • Specific Skills – Communication, Organization, Multi-Tasking, Attention to Detail & Customer Service
  • Professional Business Image

Job Type
: Full-time
Pay: $15.00 per hour.
Benefits include: Paid lunch, two weeks paid vacation, personal day, bereavement and sick days, & paid holidays.
Schedule: Monday through Friday. Start is 9:00am. Most times leave at 5:00pm. Sometimes leave late when necessary to accommodate clients.

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Office Address

8040 Market St Youngstown, OH 44512

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