Right Executive Search, LLC

Compensation

Full Description

Client Service Associate / Administrative Assistant (Financial Planning firm) Cherry Hill, NJ (on-site) $80k-$90k doe plus bonus Our client is a boutique financial advisory practice that has been guiding clients through retirement, investment, tax, and estate planning for more than 30 years. The firm is known for its high-touch, personalized service and seeks an experienced, professionally polished Client Service Associate / Administrative Assistant to support the key executive administratively and help maintain efficient operations and high service standards of the practice. Key Responsibilities of the Client Service Associate / Administrative Assistant (Financial Planning firm): • 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 executive’s 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. Qualifications of the Client Service Associate / Administrative Assistant (Financial Planning firm): • 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 • Bachelor's degree preferred (business, communications, finance, or related field) What the Position Offers: • Key role for skilled EA who thrives in fast-paced but structured environment; ideal for someone who enjoys being the linchpin of a high-value operation and client experience • Competitive salary plus annual bonus; medical & dental insurance benefits (individual coverage company-paid) • Small, collegial team; long-term employment potential • Work-life balance with standard hours; overtime rare #AdministrativeAssistant #ClientServiceAssociate #ExecutiveAssistant #ExecutiveAssistantJobs #ExecutiveAssistantHiring #FinancialPlanning #FinancialServicesJobs #HiringExecutiveAssistant #HiringInNJ #HNWIClients #OfficeManagement #RegisteredInvestmentAdvisor #RIA #RIACareers #RIAJobs #RIASupport #WealthManagement #WealthManagementCareers #WealthManagementHiring #WealthManagementJobs