Wealth Admin & Planning Support Specialist

Company: Brooks Macdonald Group
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Job Description:

Brooks Macdonald Group is seeking a sales support professional to assist Financial Planning Consultants with efficient processing of new business, client servicing and a seamless admin workflow. The role requires experience in wealth management administration, strong Excel/Outlook skills and solid communication abilities.

The position supports a hybrid work pattern with three days in the office and two days remote, and offers opportunities to grow within a client-focused firm.

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Posted: October 1st, 2026