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Wealth Planning Client Services & Admin Lead
Job in
Cherry Hill Township, Cherry Hill, Camden County, New Jersey, 08002, USA
Listed on 2026-01-12
Listing for:
Right Executive Search, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial planning firm seeks a Client Service Associate/Administrative Assistant in Cherry Hill, NJ, with 5–7 years of experience. The role involves managing client communications, scheduling, and preparing meeting materials. Candidates should have proficiency in Microsoft Office and exceptional communication skills. Competitive salary of $80k–$90k with annual bonuses and comprehensive benefits, including medical coverage and work-life balance. A bachelor's degree is preferred, along with a proactive mindset and attention to detail.
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