Client Service Associate​/Administrative Assistant; Financial Planning firm

Client Service Associate / Administrative Assistant (Financial Planning firm)

Location: Cherry Hill, NJ (on-site)

Base pay range: $80,000.00/yr - $90,000.00/yr

Additional compensation: Annual Bonus

• Serve as first point of contact for clients, prospects, and external partners: manage inbound/outbound communications (phone, email, in-person) and ensure timely responses.
• Manage the executive’s calendar: schedule and prioritize meetings, coordinate with clients and team members.
• Prepare materials for meetings, send reminders, and ensure the logistics (venue/virtual link) are handled.
• Post‑meeting follow‑up: transcribe notes/action items, track deliverables and deadlines, and 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.

• Minimum 5–7 years of experience as a client service associate / administrative assistant or senior administrative support professional with some wealth‑management industry experience at an RIA, broker‑dealer, bank, or family office.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM systems; 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 and 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).

• Competitive salary plus annual bonus.
• Medical and dental insurance benefits (individual coverage, company‑paid).
• Small, collegial team with long‑term employment potential.
• Work‑life balance with standard hours; overtime rare.