Administrative Assistant

Administrative Assistant

• Location: Parsippany, NJ (On-site)
• Position Type: Direct Hire
• Schedule: Monday – Friday, 9:00 AM – 5:00 PM (40 hours/week)
• Pay Rate: $28.00 – $35.00 / hour (DOE)
• Industry: Financial Services

Job Overview

A premier financial services firm located in Parsippany, NJ is seeking a detail-oriented Administrative Assistant to support daily client operations, maintain CRM data integrity, and streamline internal workflows.

This role bridges day-to-day administrative operations and system administration. The ideal candidate brings 1–3 years of hands-on Salesforce user/admin experience, high attention to detail, and a firm grasp of financial services operational workflows.

Key Responsibilities

Salesforce & Data Management

• Maintain user accounts, roles, profiles, permission sets, and security settings within Salesforce CRM.
• Manage daily data entry, account setup, client record updates, and data clean-ups to ensure high data integrity.
• Build, customize, and schedule reports and dashboards for leadership and advisory teams.
• Assist with basic process automation, standard workflows, and page layout updates.
• Serve as the first line of internal support for team members troubleshooting system issues or access requests.

Administrative & Financial Operations

• Provide operational support for financial advisors, wealth managers, or client services teams.
• Process client documentation, onboarding materials, and compliance forms in adherence to industry regulations.
• Organize and archive electronic client files, tracking status through to completion.
• Assist in preparing client meeting decks, account summaries, and quarterly reporting materials.
• Coordinate cross-departmental communications and execute routine office administrative tasks as assigned.

Qualifications & Requirements

• Experience: 1–3 years of administrative or operations experience within financial services, banking, or wealth management.
• Technical Skills: Hands-on experience administering or managing data within Salesforce (Sales Cloud, Financial Services Cloud, or Service Cloud).
• Certifications: Salesforce Certified Administrator is a plus, but relevant hands-on production experience is preferred.
• Software Proficiency: Strong knowledge of Microsoft Office Suite (Excel, Word, Outlook) and financial software platforms.
• Skills: Exceptional attention to detail, strong verbal/written communication, and problem-solving abilities.
• Education: Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred.

Working Conditions & Benefits

• Schedule: Standard office hours, 9:00 AM – 5:00 PM, Monday through Friday.
• Benefits: Medical, dental, and vision coverage options available during the temporary trial period.

PrideStaff is a national staffing service founded in 1978 with over 80 locations nationwide. We are currently expanding with a new office in East Hanover and are looking for individuals to share our mission: Consistently provide client experiences focused on what they value most. Professionals who are client service driven, goal orientated, organized and have an internal drive for success possess the qualities to be successful with PrideStaff. Additionally:

• Clients and candidates consistently rate PrideStaff among the top recruiting firms within the staffing industry based on Net Promoter Score (NPS) data
• PrideStaff provides comprehensive training to Staffing Consultants on our proven sales, recruiting and staffing processes
• We help our Staffing Consultants succeed with leading edge recruiting technology and performance improvement programs
• We offer one of the most unique and competitive compensation plans in the Staffing and Recruiting industry