Client Administrative Assistant

Client Administrative Assistant Tempo Wealth

Location: Independence OH
Website:

Tempo Wealth is a fast-growing fee-only financial planning firm based in Independence Ohio. We are seeking a Client Admin Assistantto join our expanding team and play a key role in administration and execution of client workflows.

This position can be hybrid after a training period in the office

Salary & Benefits

• Salary Range: $65000 $75000 commensurate with experience and credentials
• Company-paid health insurance
• 401(k) with safe harbor contribution
• Group life and disability insurance
• Generous paid time off (PTO) 18 annual holidays and half-day Fridays throughout the summer
• No business development

Key Responsibilities

• Client meeting scheduling including zoom/teams links and reminders
• Update client/prospect info across several internal systems and clean up client data as needed
• Assist with firm mailings and event coordination
• Track firm prospects and update info about prospects from advisors meetings
• Review and finalize client meeting notes from advisors meetings and assign tasks as appropriate from the notes
• Client meeting follow-up reminders

Qualifications

• Minimum 1 year of experience in a professional office admin role
• Excellent written and verbal communication skills both internally and client-facing
• Warm communication with clients
• Tech-savvy with the ability to learn quickly
• Organized and detail-oriented
• Problem solving and independent worker we do not micromanage

Hiring Process

Qualified candidates will begin with a 1530-minute Zoom interview conducted by our external hiring consultant. If selected to proceed candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.