What are the responsibilities and job description for the Administrative Assistant position at GemHarvest Executive Recruiting?
Client Service / Administrative Associate
Boutique Wealth Management Firm
King of Prussia, PA
Boutique wealth management firm seeks a polished, organized Client Service / Administrative Associate to support experienced advisors and a collaborative team serving high net worth clients.
Candidates should bring administrative, office support, client service, or similar experience, along with a positive attitude, collaborative approach, strong attention to detail, and willingness to learn. The role offers hands-on involvement in financial services, client support, and account administration in a professional, team-oriented environment.
What You’ll Do
- Support advisors with administrative, paperwork, and account-related tasks
- Assist with accurate client service, account updates, and follow-through
- Serve as a professional, responsive contact for clients and colleagues
What’s Offered
- Established and growing wealth management firm
- Supportive, collaborative, team-oriented culture
- Compensation range of $50,000–$60,000, plus stipend and generous PTO
What You Bring
- 1–3 years of administrative, office support, client service, or related experience
- Positive attitude, collaborative approach, organization, and attention to detail
Salary : $50,000 - $60,000