Client Administrative Assistant

Job Description

Client Administrative Assistant Wealth Management

A boutique wealth management firm is seeking a highly organized and detail-oriented Client Administrative Assistant to join the team. This role is integral to enhancing the client experience by providing exceptional operational and administrative support to Financial Advisors. The position offers a dynamic environment where precision professionalism and client satisfaction are paramount.

Job Responsibilities:

• Provide operational and administrative support to Advisors and Relationship Managers.
• Schedule and coordinate in-person meetings and virtual conferences.
• Manage tasks within client relationship management software.
• Document and execute workflows including meeting notes and database updates.
• Process fund requests account applications transfers and other client/account-related needs.
• Respond to client inquiries with professionalism and efficiency.

Qualifications and Experience:

• Bachelors degree preferred or equivalent experience in a professional services or financial setting.
• Minimum of 3 years in an administrative support role preferably in financial services or wealth management.
• Familiarity with client relationship management (CRM) software.
• Proven experience managing client-facing tasks with a high level of accuracy and professionalism.
• Experience supporting high-net-worth clientele preferred.
• Strong organizational and time management abilities.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint).
• Ability to learn and follow established systems processes and workflows.
• Positive attitude resourcefulness and strong problem-solving skills.
• High attention to detail and commitment to excellence.
• Dependable with a team-oriented mindset.

Compensation and Benefits:

• Salary range: $55000 $65000 (based on experience).
• Comprehensive benefits package including health insurance 401(k) with employer contribution profit sharing and performance-based bonuses.
• Generous paid time off supportive leadership and a people-first culture.
• Hybrid schedule available after initial in-office training period.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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