Admin Assistant/Client Service Associate (Wealth Management)

Job Description

Client Service Associate / Administrative Assistant (Financial Planningfirm)

Cherry Hill, NJ (on-site)

$80k-$90k doe plus bonus

Our client is a boutique financial advisory practice that has been

guiding clients through retirement, investment, tax, and estate planning

for more than 30 years. The firm is known for its high-touch,

personalized service and seeks an experienced, professionally polished

Client Service Associate / Administrative Assistant to support the key

executive administratively and help maintain efficient operations and

high service standards of the practice.

Key Responsibilities of the Client Service Associate / Administrative

Assistant (Financial Planning Firm)

• Serve as first point of contact for clients, prospects, and external
  
  

partners: manage inbound/outbound communications (phone, email,

in-person), ensure timely responses.

• Manage the executives calendar: schedule and prioritize meetings,
  
  

coordinate with clients and team members

• Prepare materials for meetings, send reminders, ensure the logistics
  
  

(venue/virtual link,) are handled.

• Post-meeting follow-up: transcribe notes/action items; track
  
  

deliverables and deadlines; ensure tasks are assigned and completed.

• Facilitate travel and event logistics as needed.
• Help streamline practice operations: identify opportunities for
  
  

improvements in workflow and client service.

• Manage special projects or initiatives as requested
• Ensure the office environment aligns with the high-service standard
  
  

of the practice

• Maintain and manage confidential client, firm, and personal
  
  

information with discretion and compliance awareness.

Qualifications

Qualifications of the Client Service Associate / AdministrativeAssistant (Financial Planning firm):

• Minimum 57 years of experience as a CSA / Administrative Assistant
  
  

or senior administrative support professional with some Wealth

Management industry experience at an RIA, broker-dealer, bank or

family office is required

• Proficiency with Microsoft Office (Outlook, Word, Excel,
  
  

PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM

system; ability to quickly learn new technologies and tools

• Exceptional organizational, time-management, and prioritization
  
  

skills; ability to manage competing priorities while maintaining

focus

• Excellent verbal and written communication skills; ability to craft
  
  

clear, professional correspondence and interact with high-net-worth

clients, estate and tax professionals, custodians, etc.

• High degree of discretion with confidential client and firm
  
  

information; regulatory compliance awareness

• Proactive mindset: identifies issues before they become problems,
  
  

offers solutions, operates with professional independence

• Strong attention to detail and a commitment to high-quality client
  
  

service standards

• Comfortable working in a team-oriented, client-centric environment
  
  

with a senior advisor

• Bachelor's degree preferred (business, communications, finance, or
  
  

related field)

Why Is This a Great Opportunity

What the Position Offers:

• Key role for skilled EA who thrives in fast-paced but structured
  
  

environment; ideal for someone who enjoys being the linchpin of a

high-value operation and client experience

• Competitive salary plus annual bonus; medical & dental insurance
  
  

Benefits (individual Coverage Company-paid)

• Small, collegial team; long-term employment potential
• Work-lifebalance with standard hours; overtime rare