Admin - Clerical

Wealth Management Specialist


Strategic Staffing Solutions


Strategic Staffing Solutions is currently looking for a Wealth Management Specialist for a contract opening with one of our largest clients!

This is a Contract Opportunity with our company that MUST be worked on a W2 ONLY, NO visa sponsorship or C2C eligibility for this position. The details are below.

Job Title: Wealth Management Specialist
Contract: 6 Months+ possibility for extension/conversion
Location: Rochester, NY

Job/Role Description:

  • Work directly with financial advisors and client associates
  • Tasks will include outreach to prospective clients as well as operational tasks
  • Performs general clerical operations tasks that are routine in nature receiving
  • Receive, log, batch, and distributing work
  • File, photocopy, and answer phones
  • Prepare and distribute incoming and outgoing mail
  • Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
  • Works under close supervision following established procedures

Required Qualifications:

  • 6+ months of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Degree in Finance, Business or related degree (students pursing their degree are also encouraged to apply)
  • Excellent customer service skills and telephone etiquette
  • Demonstrates a high level of professionalism and positive attitude
  • An interest in financial services and developing a career in wealth management

Preferred Qualifications:

  • Recent college graduates or college students
  • Prior office experience in a corporate or university setting preferred

How to Apply:  send resume and contact information to Nisa Peake, Sourcing Specialist, at

The S3 Difference:

The global mission of S3 is to build trusting relationships and deliver solutions that positively impact our customers, our consultants, and our communities. The four pillars of our company are to:

  • Set the bar high for what a company should do
  • Create jobs
  • Offer people an opportunity to succeed and change their station in life
  • Improve the communities where we live and work through volunteering and charitable giving

As an S3 employee, you’re eligible for a full benefits package that may include:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Plan
  • Vacation Package
  • Life & Disability Insurance Plans
  • Flexible Spending Accounts
  • Tuition Reimbursement

Job ID: JOB-208634
Publish Date: 01 Nov 2022

Tagged as: Wealth Management Specialist