Cooperidge Consulting Firm ยท 1 day ago
Administrative Assistant / Client Service Associate
Township of Cherry Hill, NJ
Full-time
Onsite
Senior Level
$65K/yr - $85K/yr
5+ years expCooperidge Consulting Firm is seeking a Client Service Associate / Administrative Assistant for a top Boutique Financial Advisory Practice in Cherry Hill, NJ. This role acts as the primary point of contact for high-net-worth clients and supports a senior executive by managing complex logistics and improving practice workflows.
Logistics & Supply Chain
Responsibilities
Manage the senior executive's complex calendar; prioritize, schedule, and coordinate high-stakes meetings with clients and internal teams
Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up
Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting
Monitor deadlines and deliverables; ensure tasks across the practice are assigned and completed accurately and on schedule
Identify opportunities to enhance office workflows and client service processes; maintain a professional office environment consistent with firm standards
Handle sensitive firm, personal, and client information with absolute discretion and an awareness of industry regulatory requirements
Qualification
Required
Minimum of five (5) to seven (7) or more years of experience as a Client Service Associate or senior administrative professional
Prior experience in Wealth Management (RIA, broker-dealer, bank, or family office)
Proven experience interacting with high-net-worth clients and external professionals (CPAs, Estate Attorneys)
Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Zoom/Teams, and industry CRM systems
Exceptional time-management and prioritization skills; ability to manage competing priorities with extreme attention to detail
Superior written and verbal communication skills; ability to transcribe notes and prepare professional client materials
Proactive and solution-oriented; ability to operate with a high degree of independence in a fast-paced environment
Preferred
Bachelor's degree in Business, Communications, Finance, or a related field
Benefits
Comprehensive health, vision, and dental insurance plans
Life insurance coverage
401(k) retirement plan with company matching contributions
Paid time off including vacation, sick leave, and holidays
Opportunities for career growth and advancement
Company
Cooperidge Consulting Firm
Our mission is to support our clients' success by delivering top-quality personnel, delivering a high level of customer service and driving innovation in the both the commercial and government contracting space.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase