Executive Administrative Assistant – Financial Advisory Firm

Executive Administrative Assistant – Financial Advisory Firm

Location: Philadelphia, PA (Hybrid – 2 days in office)

Salary: $100,000–$120,000 (DOE)

A Philadelphia-based financial advisory firm is seeking an Executive Administrative Assistant to support our advisors and client service operations.

Key Responsibilities

• Prepare and process account-opening and transfer paperwork.
• Coordinate with custodians (Schwab, Fidelity, etc.) for account setup and funding.
• Maintain accurate client records, handle time-sensitive mail and checks.
• Assemble client meeting packets and reports; support scheduling and in-office meetings.
• Provide day-to-day administrative and operational support to advisors.

What We’re Looking For

• Administrative or back-office experience in a financial planning or brokerage environment.
• Familiarity with major custodians preferred (Schwab, Fidelity, etc.).
• Strong communication skills, high attention to detail, and the ability to manage multiple tasks.
• Self-motivated team player with strong work ethic.
• Proficiency in Microsoft Office (especially Excel).

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa