Careers

• Directly support one of the firm’s Principal’s and the largest practices
• Maintain counselor files (permanent files); tax files (set up annually)
• Maintain confidential financial data using Excel
• Correspond directly with clients
  • In person, on telephone, via e-mail, in writing
  • Create, gather and organize materials for client meetings
  • Work directly with clients on service questions and changes, handling complex 
    issues and problems independently
• Interact w/Asset Management Department
  • Prepare forms for multiple brokerage accounts
  • Transactions in/out of brokerage accounts
• Calendar management
  • Schedule meetings
  • Coordinate between counselor’s and client’s availability
• Mass mailings
• Tax season
  • Set-up and maintain annual client tax files, old files to off-site storage
  • Tax Organizer mailing
  • Copy tax returns as needed
• Occasional travel arrangements, bill payments
• Serve as backup phone coverage as backup at reception desk
• Ad hoc assignments supporting other teams on an as needed basis

•  Minimum of 1-2 years’ related experience supporting executives and working with 
  clients
• Exceptional interpersonal and communication skills
• Detail oriented and possessing strong organizational ability
• Works effectively in a team environment
• Knowledge and experience preferred with:
  • MS Office suite – primarily Word, Excel, Outlook (all 3 required)
  • Orion – Portfolio management and reporting
  • Wealthscape – brokerage transactions
  • CCH ProSystem fx – tax software
• Good with numbers
• Exercise a high level of discretion

Must be authorized to work in the United States.

Our company policy requires that all employees provide COVID vaccination and booster records.

GW & Wade is committed to offering a comprehensive benefits plan that is a part of total compensation. Benefits include health insurance, dental insurance, profit share, a healthcare reimbursement account, life insurance coverage, and a generous holiday and paid time off policy.

GW & Wade is an equal opportunity employer, committed to the strength of a diverse workforce.