Client Service/Administrative Assistant

Company Description

Kondracki Advisory, LLC Investment Management specializes in helping individuals and families grow their wealth by managing investment portfolios focused on industry-leading companies that create positive societal impact. The firm's investment philosophy, called MoneyMorality™, combines disciplined, moral, and low-cost investing to deliver the opportunity for outstanding performance while promoting a positive effect on society. By implementing a rigorous financial and moral screening process, Kondracki Advisory has achieved superior risk-adjusted returns for its clients. Based on a commitment to integrity and client success, the firm is dedicated to aligning wealth growth with values. For more information, visit our website: https://kondrackiadvisory.com/.

Role Description

This is a full-time, on-site role located in Hingham, MA, for a Client Service/Administrative Assistant. The role involves providing exceptional client service by addressing client inquiries and ensuring client satisfaction. Responsibilities include assisting with administrative tasks, supporting financial planning processes, maintaining client records, and maintaining communication with clients on various matters. The individual in this role will also contribute to ensuring smooth daily operations and fostering client relationships.

Qualifications

• Client Services and Customer Service skills, with a focus on building relationships and ensuring client satisfaction
• Strong Communication skills, including written and verbal, to effectively interact with clients and team members
• Basic knowledge of Finance and financial processes or a willingness to learn
• Highly organized with attention to detail and the ability to multitask effectively
• Proficiency with standard office software and tools, such as Microsoft Office Suite
• Ability to work independently as well as collaboratively in an office environment
• Prior experience in financial services, wealth management, or client-facing roles is a plus
• Bachelor's degree in a relevant field or equivalent professional experience is preferred