Administrative Assistant, Client Services

If you are a "Jack/Jill of all Trades" and desire to work for a well-respected Wealth Management Veteran of over three decades, please read on...

Overview:

Join our dynamic team as an Administrative Assistant,Client Services Associate supporting a highly respected Wealth Management veteran with over 30 years of experience. Our esteemed advisor has built lasting relationships with clients, some spanning three decades, and attracts new clients exclusively through referrals. In this role, you will have the unique opportunity to work in an environment that values treating clients with the utmost care and attention.

Responsibilities:

All team members are expected to contribute to the seamless operation of our wealth management services, which extend beyond traditional financial assistance. You will play a pivotal role in various aspects of our operations, providing invaluable support that goes beyond financial inquiries.

Duties:

Client Assistance:

• Address client financial requests with precision and professionalism.
• Offer personalized service in line with the advisor's client-centric approach.

Scheduler Extraordinaire:

• Maintain and manage the advisor's busy schedule with finesse.
• Coordinate appointments and ensure the advisor is well-prepared for each interaction.

Client Relations:

• Greet clients warmly, embodying the advisor's commitment to a personalized experience.
• Assist in creating an inviting and comfortable office environment for client meetings.

CRM Updates:

• Record all relevant actions in the CRM system to ensure accurate and up-to-date information.

Office Operations:

• Contribute to the overall organization and efficiency of the office space.
• Oversee office maintenance, including inventory management and kitchen upkeep.

Why Join Us?

This role offers incredible variety, allowing you to go beyond the conventional scope of client services. You will be an integral part of an established wealth management practice that prides itself on delivering unparalleled service. Working with a respected industry veteran, you'll gain exposure to diverse responsibilities, from assisting clients with financial inquiries to managing office operations.

Qualifications:

• Previous experience in wealth management or a related field preferred.
• Excellent organizational and communication skills.
• Proficiency in Microsoft Office Suite, CRM systems, and other relevant tools.
• Ability to handle a variety of tasks with attention to detail and professionalism.
• Strong interpersonal skills for client interactions and team collaboration.

If you're seeking a rewarding opportunity where you can contribute to the success of a highly regarded wealth management practice and enjoy a diverse range of responsibilities, we invite you to apply. Join us in upholding a legacy of excellence in client service and financial management.