Cooperidge Consulting Firm · 1 day ago
Administrative Assistant / Client Service Associate
Cherry Hill Township, New Jersey, United States
Full-time
Onsite
Mid, Senior LevelCooperidge 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 operational backbone of the firm, supporting a senior executive and serving as the primary point of contact for high-net-worth clients and external partners.
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
Proactive, solution-oriented mindset
Ability to manage complex logistics
Experience in improving practice workflows
High standards of discretion and professionalism
Experience in managing complex calendars
Ability to prioritize, schedule, and coordinate high-stakes meetings
Exceptional professionalism in client communications
Timely follow-up with clients and prospects
Experience in compiling meeting materials
Ability to coordinate virtual/in-person meeting logistics
Experience in transcribing detailed notes and action items
Ability to monitor deadlines and deliverables
Experience in ensuring tasks are assigned and completed accurately
Ability to identify opportunities to enhance office workflows
Experience in maintaining a professional office environment
Ability to handle sensitive information with discretion
Awareness of industry regulatory requirements
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.
Founded in 2020
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase