Administrative Assistant - Client Service Associate

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Employer Industry: Wealth Management

Why Consider This Job Opportunity

Part-time role with the potential to transition into a full-time position as the firm expands Supportive and collaborative work environment focused on client service Opportunity to work with high-achieving clients in a fee-only fiduciary firm Chance to grow within the financial services industry Emphasis on creating order and reassurance for clients

What To Expect (Job Responsibilities)

Call clients to confirm meetings and assist with onboarding processes Join rollover calls and guide clients through account transfers Respond to client service inquiries with clarity and warmth Prepare and send follow-up emails and meeting recaps Manage task follow-up and organize documents within the client vault

What Is Required (Qualifications)

Must be warm and professional on the phone Calm under pressure with a detail-oriented and precise approach Naturally service-driven and comfortable handling sensitive financial matters Organized without being rigid Looking to grow within a fee-only fiduciary firm

How To Stand Out (Preferred Qualifications)

3-8+ years of experience in financial services, RIA, or wealth management Experience with Schwab Advisor Center (or similar custodian) Familiarity with ACATs, rollovers, RMDs, and account paperwork Strong written and verbal communication skills Experience with financial planning software (eMoney, RightCapital, Black Diamond, etc.)

#WealthManagement #ClientService #CareerGrowth #FinancialServices #AdministrativeSupport

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