Client Service Associate / Administrative Assistant (Financial Planning firm)

Client Service Associate / Administrative Assistant (Financial Planning firm)

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 executive’s 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 of the Client Service Associate / Administrative Assistant (Financial Planning firm):

• Minimum 5–7 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)

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-life balance with standard hours; overtime rare

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