Administrative Assistant/ Client Service

About the Role

We are a growing, planning-focused wealth management firm seeking a proactive and detail-oriented Administrative Assistant / Client Service Associate to support our advisors and deliver an exceptional client experience. This role is critical to ensuring smooth day-to-day operations and helping our team stay organized, prepared, and client-focused.

This is an ideal opportunity for someone who thrives in a collaborative, laid-back environment and takes pride in being the engine behind a high-performing team.

Key Responsibilities

• Prepare client review materials and meeting agendas independently
• Manage calendars, scheduling, and client communications
• Create and coordinate travel itineraries and internal workflows
• Support account servicing and operational processes
• Maintain accurate client records within CRM systems
• Assist with onboarding new clients and ensuring a seamless experience
• Serve as a key point of contact for client service needs

Qualifications

• Proficiency in Salesforce, Microsoft Office Suite, and Fidelity Wealthscape
• Strong organizational skills with the ability to work independently
• Excellent written and verbal communication skills
• High attention to detail and follow-through
• Client-first mindset with a commitment to delivering white-glove service

What We’re Looking For

• A self-starter who doesn’t require constant direction
• Someone who thrives in a relaxed, team-oriented culture
• A professional who takes ownership and pride in their work

Why Join Us

• Collaborative, supportive team environment
• Growth opportunities as the firm continues to expand
• A culture that values people, not just production
• Exposure to financial planning operations and advisor workflows

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person