NPAworldwide ยท 2 days ago
Admin Assistant/Client Service Associate (Wealth Management)
Cherry Hill, NJ
Full-time
Onsite
Mid, Senior Level
$80K/yr - $90K/yr
5+ years expNPAworld is a boutique financial advisory practice with over 30 years of experience in guiding clients through various financial planning services. They are seeking an experienced Client Service Associate / Administrative Assistant to support their key executive and ensure high service standards within the practice.
Recruiting
Responsibilities
Serve as first point of contact for clients, prospects, and external partners: manage inbound/outbound communications (phone, email, in-person), ensure timely responses
Manage the executives calendar: schedule and prioritize meetings, coordinate with clients and team members
Prepare materials for meetings, send reminders, ensure the logistics (venue/virtual link,) are handled
Post-meeting follow-up: transcribe notes/action items; track deliverables and deadlines; ensure tasks are assigned and completed
Facilitate travel and event logistics as needed
Help streamline practice operations: identify opportunities for improvements in workflow and client service
Manage special projects or initiatives as requested
Ensure the office environment aligns with the high-service standard of the practice
Maintain and manage confidential client, firm, and personal information with discretion and compliance awareness
Qualification
Required
Minimum 5-7 years of experience as a CSA / Administrative Assistant or senior administrative support professional with some Wealth Management industry experience at an RIA, broker-dealer, bank or family office is required
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM system; ability to quickly learn new technologies and tools
Exceptional organizational, time-management, and prioritization skills; ability to manage competing priorities while maintaining focus
Excellent verbal and written communication skills; ability to craft clear, professional correspondence and interact with high-net-worth clients, estate and tax professionals, custodians, etc
High degree of discretion with confidential client and firm information; regulatory compliance awareness
Proactive mindset: identifies issues before they become problems, offers solutions, operates with professional independence
Strong attention to detail and a commitment to high-quality client service standards
Comfortable working in a team-oriented, client-centric environment with a senior advisor
Preferred
Bachelor's degree preferred (business, communications, finance, or related field)
Benefits
Medical & dental insurance
Benefits (individual Coverage Company-paid)
Company
NPAworldwide
NPAworldwide is a global recruiting network that facilitates placements that result in split fees.
2-10 employees
Funding
Current Stage
Early StageRecent News
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