Client Administrative Assistant

Overview

This opportunity is with a financial planning services employer seeking a Client Administrative Assistant to support client coordination and day-to-day administrative operations. The position is focused on keeping client information accurate, meetings organized, and internal follow-through on track. After an initial training period in the office, the role may move into a hybrid setup.

The company offers a collaborative environment and does not expect business development duties in this position. Compensation is stated as $65,000 to $75,000 per year, depending on experience and credentials.

Key Responsibilities

• Arrange client appointments and manage meeting logistics, including Zoom or Teams links and reminder messages.
• Maintain and refresh client and prospect records across internal systems, including data cleanup where needed.
• Support firm mailings and help coordinate events.
• Monitor firm prospects and incorporate updates from advisor meetings.
• Review meeting notes from advisors, complete the final version, and route tasks to the right people.

Requirements

• At least 1 year of experience in an administrative role within a professional office setting.
• Strong verbal and written communication skills for both internal collaboration and client interaction.
• A friendly, professional manner when working with clients.
• Comfort with technology and the ability to pick up new tools quickly.
• Highly organized, detail-focused, and capable of solving problems independently.

Preferred Background

• Prior experience working in financial services.
• Exposure to scheduling platforms and CRM software.

Benefits and Work Environment

• Employer-paid health coverage.
• 401(k) plan with a safe harbor contribution.
• Generous PTO package.
• 18 paid holidays each year.
• Half-day Fridays during the summer.
• Potential for hybrid work after the initial in-office training period.
• Supportive team environment.
• No business development responsibilities.

Additional Information

This role is in the United States and is tied to an employer in the financial planning services industry. The organization states that it curates and validates opportunities from verified employers and is not the hiring company or an employer of record for this position.

Equal Opportunity and Privacy

The employer emphasizes candidate privacy and equal-opportunity hiring, with an expectation of a transparent and secure recruitment process.