What are the responsibilities and job description for the Client Administrative Assistant position at Tempo Wealth, LLC?
Client Administrative Assistant – Tempo Wealth
Location: Independence, OH
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Client Admin Assistant to join our expanding team and play a key role in administration and execution of client workflows.
This position can be hybrid after a training period in the office
Salary & Benefits
- Salary Range: $65,000 – $75,000, commensurate with experience and credentials
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
- No business development
Key Responsibilities
- Client meeting scheduling, including zoom/teams links and reminders
- Update client/prospect info across several internal systems and clean up client data as needed
- Assist with firm mailings and event coordination
- Track firm prospects and update info about prospects from advisors’ meetings
- Review and finalize client meeting notes from advisors’ meetings and assign tasks as appropriate from the notes
- Client meeting follow-up reminders
Qualifications
- Minimum 1 year of experience in a professional office admin role
- Excellent written and verbal communication skills, both internally and client-facing
- Warm communication with clients
- Tech-savvy, with the ability to learn quickly
- Organized and detail-oriented
- Problem solving and independent worker – we do not micromanage
Hiring Process
Qualified candidates will begin with a 15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $65,000 - $75,000