About Us

Morris Shank Wealth Management is an established St. Louis based financial planning firm providing individualized wealth management services. Our financial planning philosophy – Planning from the Inside Out – is fundamental to how we show up. We make it easy for families to identify what matters most to them, adopt a plan to support these goals, and then be adaptable as life does its thing. The team is all in on providing micro service to meet the needs of those we serve. Our commitment is reinforced daily as we see the emotional and financial impact on clients' lives. Together we live it, feel it, and experience it. We value professionalism, discretion, and a strong work ethic, and we're looking for an industrious individual to join our team in a multifaceted assistant role.

Job Summary

We are seeking a highly organized and conscientious Administrative Assistant to provide comprehensive support to our advisors and ensure seamless operations. This role is perfect for someone who thrives in a detail-oriented environment, enjoys managing multiple tasks with precision, and takes pride in delivering flawless service.

Essential Duties and Responsibilities

• Provide administrative and operational support to advisors, ensuring all tasks are completed accurately and efficiently.
• Manage calendars, schedule appointments, and coordinate meetings with attention to timing and logistics.
• Prepare and edit documents, presentations, and correspondence with a focus on clarity and professionalism.
• Research information needed for client meetings. Prepare documents, notes, and presentation materials as required.
• Handle client communications with discretion and a client-first mindset.
• Assist with travel arrangements, event planning, and special projects as needed.
• Maintain organized files and records, ensuring all documentation is up-to-date and easily accessible.
• Anticipate needs and proactively address potential challenges to keep operations running smoothly.

Knowledge, Skills and Abilities

• Exceptional organizational and time-management skills, with the ability to prioritize tasks effectively.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• High level of discretion and confidentiality when handling sensitive information.
• Meticulous attention to detail and a commitment to accuracy in all tasks.
• Self-motivated, proactive, and able to work independently with minimal supervision.
• Familiarity with project management tools or CRM software. (Preferred)

Education & Experience

• Proven experience as an Administrative Assistant, Personal Assistant, or in a similar role.
• Experience in financial services or a professional office environment. (Preferred)
• Background in journalism, communications, or related fields is a plus.