Executive Assistant / Client Service Associate

We are seeking a highly organized, proactive Executive Assistant with a strong client service mindset to support a fast-paced financial planning office. This position will assist the financial advisors in the areas of administration, client service and financial planning. The ideal candidate is detail-oriented, professional, and thrives in a fast-paced environment, with a genuine passion for delivering exceptional client service.

Primary Responsibilities

Executive Support:

• Manage complex calendars, schedule client meetings, and coordinate daily priorities
• Handle email management and correspondence on behalf of the advisor
• Assist with project tracking, deadlines, and follow-ups
• Coordinate travel arrangements and expense reporting as needed
• Assist with special projects and firm initiatives

Client Service

• Serve as a primary point of contact for clients, providing prompt and professional responses
• Help deliver a high-touch, personalized service experience for every client
• Coordinate client meetings, including confirmations, document preparation, and follow-ups
• Support new client onboarding, ensuring a smooth and welcoming experience
• Maintain accurate and up-to-date client records within CRM systems
• Receive, review, and process documents returned to the office by clients, ensuring completeness and accuracy
• Handle incoming client checks in accordance with firm procedures and compliance

Key Traits of a Successful Executive Assistant / Client Service Associate

• Strong organizational skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Ability to multi-task and able to prioritize
• Positive attitude and sincere willingness to learn and grow
• Team player and displays commitment to the team

Qualifications

• Associate's degree or higher
• Prior experience within the financial services industry or a similar role required
• 3+ years of related experience
• Strong computer skills and knowledge of MS office
• Ability to manage sensitive information with discretion

About Our Company

Indelicato & Coffey is a private wealth advisory practice of Ameriprise Financial Services, LLC. At Indelicato & Coffey our purpose is to help you feel confident, connected and in control of your financial life. We offer individually focused, competent guidance on a full range of investment, risk management and estate planning strategies. We are committed to our client’s financial well-being.

Indelicato & Coffey is an equal opportunity employer.

Position eligible for part-time, with minimum of 24 hours per week

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person