Administrative Support Specialist

At Warner Wealth, exceptional service begins long before a client sits down with an advisor. Our Administrative Support team is often the first voice clients hear, the first smile they see, and the foundation that helps our advisors, executives, and operations team stay focused on what matters most—serving our family of clients.

As an Administrative Support professional, you'll play a vital role in creating an organized, welcoming, and efficient office environment while providing outstanding service to both clients and team members. No two days are exactly the same, making this the perfect opportunity for someone who enjoys variety, thrives in a fast-paced environment, and takes pride in keeping everything running smoothly.

This role serves as the operational hub of the office and plays an important role in supporting leadership, client experience, advisor effectiveness, and overall firm operations.

This is a full-time, in-office position based primarily in our Madison, Connecticut office, with occasional support in other Warner Wealth locations as needed.

What You'll Do

As a member of our Administrative Support team, you'll help create an exceptional experience for clients, advisors, and team members by:

Client Experience & Front Desk Operations

·        Greeting clients and visitors with professionalism, warmth, and hospitality

·        Serving as the first point of contact for phone calls and office visitors

·        Answering and directing incoming calls while providing exceptional customer service

·        Maintaining a polished, professional, and welcoming office environment

·        Ensuring conference rooms and meeting spaces are prepared for client appointments

·        Assisting with client paperwork, correspondence, and general service requests

Executive & Advisor Support

·        Managing advisor and executive calendars

·        Scheduling and coordinating meetings and appointments

·        Assisting with travel arrangements and leadership logistics

·        Preparing meeting materials, presentations, and supporting documentation

·        Supporting advisors with administrative tasks and day-to-day organization

·        Helping leadership and advisors operate efficiently by anticipating needs and maintaining organization

Office Operations

·        Coordinating incoming and outgoing mail and packages

·        Managing office supplies, inventory, and ordering

·        Coordinating with office, technology, and facility vendors

·        Assisting with internal team communications and scheduling

·        Supporting office initiatives, events, seminars, and special projects

·        Helping maintain operational consistency across departments

Special Projects & Team Support

·        Supporting firm-wide initiatives and process improvement projects

·        Assisting with confidential projects and leadership assignments as needed

·        Helping coordinate activities across advisory, operations, marketing, and client service teams

·        Taking ownership of tasks from start to finish while ensuring a high level of accuracy and follow-through

Who We're Looking For

We're seeking someone who is:

·        Friendly, professional, and client-focused

·        Highly organized with exceptional attention to detail

·        Comfortable managing multiple priorities in a fast-paced environment

·        A strong communicator, both in person and over the phone

·        Proactive, dependable, and eager to help wherever needed

·        A team player who enjoys supporting others and contributing to a positive office culture

·        Comfortable learning new technology and software platforms

·        Able to maintain discretion and professionalism when handling sensitive information

·        Excited about helping a growing organization continue to scale

Preferred Qualifications

·        Bachelor's degree in Business, Communications, Management, or a related field preferred but not required

·        Experience in administrative support, executive support, client service, hospitality, office management, or financial services preferred

·        Proficiency with Microsoft Office applications

·        Experience with CRM systems, scheduling software, or project management tools is a plus

Why Join Warner Wealth?

Warner Wealth has grown into one of New England's leading independent wealth management firms by staying focused on what matters most: our clients and our people.

Led by James Warner, CFP®, CEO and Lead Wealth Advisor, our team is collaborative, driven, and committed to continuous improvement. We take pride in fostering an environment where employees can grow professionally, contribute meaningful ideas, and make a real impact on the lives of the families we serve.

A Firm on the Rise

Warner Wealth ranks among LPL Financial's fastest-growing firms. James has been recognized through LPL's Summit Club and has earned national recognition from Forbes and Inc. Magazine.*

Recent recognitions include:

·        Forbes Best-in-State Wealth Advisor (2024, 2025, and 2026)*

·        Inc. 5000 Fastest Growing Private Companies in America*

·        19th Fastest Growing Company in Connecticut*

·        One of the fastest-growing firms in the wealth management industry*

What Makes Warner Wealth Different

·        Direct access to advisors, leadership, and decision-makers

·        A collaborative, team-first culture

·        A technology-forward environment focused on innovation and AI

·        Meaningful opportunities for growth and professional development

·        A role where your contributions are visible and valued

·        The ability to make a direct impact on both clients and the firm's success

For high-performing individuals, this role can serve as a pathway into client service, operations, advisor support, marketing, compliance, and other growth opportunities within the firm.

Compensation & Benefits

·        Competitive salary commensurate with experience

·        Health insurance

·        Unlimited PTO

·        Paid holidays

·        401(k) and profit-sharing eligibility, when eligible

·        Professional development opportunities

·        Growth planning and career development reviews

Schedule & Location

·        Monday – Friday

·        Full-time, in-office position

·        Primary location: Madison, Connecticut

·        Occasional travel to other Warner Wealth offices may be required

What Success Looks Like

Success in this role is measured not only by completing tasks, but by creating a welcoming, organized, and efficient environment that allows our clients and team to thrive.

The ideal candidate will demonstrate:

·        Professionalism and reliability, arriving prepared and ready to contribute each day

·        An exceptional client experience, ensuring every interaction is warm, responsive, and professional

·        Strong collaboration with advisors, client service professionals, and leadership

·        Excellent organizational and scheduling skills

·        A willingness to learn and continuously improve

·        Attention to detail and commitment to accuracy

·        Ownership and accountability in all responsibilities

·        A polished office environment that reflects the high standards of Warner Wealth

·        Proactive problem solving and follow-through

Join Our Team

This is an exciting opportunity to become part of a growing organization that values relationships, teamwork, operational excellence, and making a difference.

If you're looking for a role where your work directly improves the client experience, supports a growing advisory firm, and contributes to the success of a dynamic team, we'd love to hear from you.

To apply, please send your resume, cover letter, and references to:

Ryan Duques

 Chief Operating Officer

 Ryan.Duques@WarnerWM.com

Equal Opportunity Employer

Warner Wealth is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and making employment decisions based on qualifications, merit, performance, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law.

Additional Information

Candidates must be authorized to work in the United States. Employment may be contingent upon successful completion of background verification, reference checks, and other pre-employment requirements as permitted by law.

 LPL Financial’s Summit Club program is based on annual production among LPL-affiliated investment programs only. Not all 28,000 advisors are ranked. 

* Inc. 5000, is an annual ranking of the fastest-growing private companies in the U.S. The list ranks companies based on three years of annual revenue growth supported by firm financial statements and tax returns. To be eligible for the Inc. 5000, a company must: be privately held, for profit, and independent (not a subsidiary or a division of another company), have been founded and generating revenue as of March 31, 2020, have generated a minimum of $100,000 in revenue in 2020, have generated a minimum of $2 million in revenue in 2023 *The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.