About this role
Wealth Management Assistant Lead at Tompkins Financial Advisors. Location: Pittsford, New York, United States. Role: Leadership development, Operational excellence, Risk oversight Requirements: Lead wealth management assistants, oversee admin processes, and develop staff while ensuring workflow efficiency and compliance. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, CRM, Workflow software Commitment: Full Time Workplace: Onsite Languages: English