What are the responsibilities and job description for the Senior Wealth Management Associate - Licensed position at Nisivoccia LLP?
Description
Consistently ranked as a Best Place to Work in New Jersey, Nisivoccia LLP, a well-established regional CPA and Wealth Management firm, is seeking a Licensed Senior Wealth Management Assistant to support our growing team.
We are looking for a poised, polished, and experienced professional who excels in providing exceptional service in a fast-paced, client-focused environment. The ideal candidate will combine strong administrative expertise with a deep commitment to client care, attention to detail, and teamwork. This role requires excellent communication skills and the ability to manage multiple priorities with professionalism and discretion.
Key Responsibilities
- Coordinate client review meetings and appointments, including all pre- and post-meeting preparation and follow-up
- Collaborate with clients and advisors to complete custodian- and firm-specific paperwork for account openings and maintenance
- Handle client requests and account service inquiries with efficiency, accuracy, and care
- Manage and maintain the firm’s CRM database to ensure data integrity and timely follow-up
- Generate reports and deliverables for both client-facing and back-office needs (e.g., Letters of Instruction, plan designs, illustrations, action item summaries)
- Respond to client calls, emails, and correspondence promptly and professionally
- Learn and adapt to various technology platforms to support both client and operational workflows
Requirements
- Licenses Required: Series 7, 66, Life & Health
- Proven experience providing administrative and client service support within a financial or wealth management environment
- Exceptional interpersonal and telephone communication skills
- High level of organization, accuracy, and time management in a deadline-driven environment
- Demonstrated ability to work both independently and collaboratively across departments
- Strong commitment to client confidentiality and professional integrity
- Proficient in Microsoft Office Suite; CRM experience strongly preferred
- Bachelor’s degree preferred
Salary : $70,000 - $85,000