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:

• Bachelor’s 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: $55,000 – $70,000 (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 employer's discretion.

 

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