Administrative Assistant / Client Service Associate (Wealth Management)

Administrative Assistant / Client Service Associate

Location: Port Orange, FL (On-site, 5 days per week ; Hours, generally 9 am – 4 pm))

Industry: Wealth Management

Salary: $55,000 to $65,000

About the Role

Our client is a growing, principal-led wealth management practice in Port Orange, FL, serving individuals and families with an emphasis on retirees and pre-retirees. This role sets the tone for the office as the first and last person clients see when they are visiting, while handling the firm's back-office operations and ensuring client paperwork is processed accurately and on time. The position works directly with the firm's principal in a small team environment with meaningful exposure to all aspects of client service. The culture is fast-paced, motivational, and focused on improving clients' lives.

Key Responsibilities

• Greet clients and prospects warmly as the first and last point of contact in the office

• Handle incoming calls, sort and distribute mail, and send periodic client correspondence

• Coordinate client communication efforts

• Coordinate and process client paperwork in a timely, accurate, and professional manner

• Process new contributions and redemptions

• Manage calendars for the Wealth Advisors and others in the office

• Coordinate compliance files for the office

• Order office supplies and coordinate outside vendors

• Develop and maintain written systems for all office activities

• Manage the firm website and maintain its social media presence

Qualifications

• A minimum of 1 year of wealth management experience

• Positive attitude and an extraordinary client service orientation

• Strong focus on getting the details right

• Excellent organizational and time management skills

• Ability to handle multiple tasks within tight time frames

• Strong verbal, written, presentation, and interpersonal communication skills

• Proficiency with Microsoft Office Suite

What They Offer

· Competitive base salary of $55,000 to $65,000

· Monday through Friday schedule, currently 9:00 AM to 4:00 PM

· Beautiful, professional office setting

· Opportunity to work closely with the principal and gain exposure to all aspects of client service

· Small, collaborative team with a positive and supportive culture

· 10 days of paid time off

· Resources, technology, and advanced planning support of a national platform

Keywords

Administrative Support, Back Office Operations, Calendar Management, Client Correspondence, Client Paperwork, Client Service, Compliance Files, Contributions and Redemptions, CRM, Front Desk, Microsoft Office Suite, Office Management, Receptionist, Redtail, RIA, Registered Investment Advisor, Social Media, Vendor Coordination, Wealth Management, Website Management