Job Description

Windle Wealth, a dynamic investment firm, is looking for a highly organized and detail-oriented Administrative Assistant to manage critical day-to-day operations. Officially, this role functions as an Administrative Assistant , but internally, we call it our "Operations Slayer". This role is perfect for someone who thrives on solving problems, streamlining processes, and ensuring smooth financial transactions.

What You’ll Do:

• Process account openings and maintain client accounts
• Handle all paperwork related to accounts, transfers, deposits, and withdrawals
• Manage ACH, wire transfers, and other money movement processes
• Ensure accuracy and compliance with financial regulations
• Identify and troubleshoot operational challenges, using critical thinking to resolve issues
• Maintain precise records and conduct routine audits

What We’re Looking For:

• Extreme attention to detail – you notice the little things that make a big difference
• Strong problem-solving skills – you can think critically and find solutions independently
• Highly organized and process-driven – you keep everything running smoothly
• Great communication skills – you’ll interact with clients and internal teams
• Financial services interest (bonus, but not required!) – if you’re eager to learn, we’ll train you

Why Join Us?

• A fast-growing, client-focused investment firm with a modern approach
• A collaborative team that values efficiency, problem-solving, and a good sense of humor

If you're a natural organizer, detail fanatic, and problem solver , we’d love to hear from you! No prior financial industry experience? No problem – we’re looking for the right mindset and work ethic.

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