Client Relations & Administrative Associate

Company Description

Greco & O’Neal Wealth Strategies is a premier financial planning firm with a with a focus on on retirement estate and investment planning. We have offices in South Florida and New York, specializing in personalized financial solutions. We collaborate with financial services firms, executives, and high-net-worth individuals to deliver expertise in areas such as life insurance, premium finance, and IRA rescue strategies. Our tailored approach includes services like profit sharing, income and estate tax management, investment strategies, and comprehensive estate and retirement planning. By leveraging existing assets to optimize life insurance costs without affecting cash flow, we deliver exceptional value and peace of mind to our clients. Our commitment is to provide innovative strategies that align with individual and business financial goals.

Key Responsibilities

Client Relations

1. Serve as a primary point of contact for clients via phone, email, and in person
2. Provide prompt, professional responses to client inquiries
3. Schedule and coordinate client meetings, calls, and follow-ups
4. Assist with client onboarding and ongoing relationship management
5. Prepare and send client communications, reminders, and follow-ups
6. Support client events, seminars, and meetings as needed

Administrative & Technical Support

1. Prepare, process, and organize client documents and forms
2. Maintain accurate electronic client files and records
3. Utilize CRM software to update client information, track tasks, and manage workflows
4. Assist with DocuSign, secure file-sharing platforms, and document tracking
5. Maintain organized digital and physical office systems

Operations & Compliance Support

1. Ensure client files are complete and maintained in accordance with firm procedures
2. Assist with data entry, reporting, and internal workflow tracking
3. Support operational projects and process improvements

Qualifications

1. 1–3 years of experience in administrative support, client services, or office operations
2. Tech-savvy and comfortable working with CRM systems and digital tools
3. Strong written and verbal communication skills
4. Exceptional organizational skills and attention to detail
5. Ability to manage multiple priorities in a fast-paced environment
6. Proficiency in Microsoft Office and Outlook
7. Experience in financial services, insurance, or professional services preferred but not required

Skills & Competencies

1. Client-focused with strong interpersonal skills
2. Detail-oriented and highly organized
3. Strong follow-up and time-management abilities
4. Comfortable handling confidential and sensitive information
5. Proactive, dependable, and team-oriented
6. Life Insurance and securities license is a plus!

Why Join Us

1. Supportive, collaborative work environment
2. Opportunity for growth and long-term career development
3. Exposure to wealth management, insurance, and client-facing operations