Client Service Administrative Assistant

Job Summary

Wealth Planners is seeking a highly organized and service-oriented Client Service Administrative Assistant to support our financial advisors and client service team. This role plays a key part in delivering an exceptional client experience by providing administrative, operational, and client support in a fast-paced wealth management environment. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while helping advisors serve clients effectively.

• Provide administrative and operational support to financial advisors and team members.
• Maintain accurate client records using CRM systems, financial software, and other technology platforms.
• Assist with preparing client meeting materials, reports, presentations, and deliverables.
• Support client account paperwork and documentation processing.
• Handle beneficiary, RMD, and QCD documentation.
• Follow up with clients and financial institutions to resolve outstanding items.
• Assist in resolving "Not in Good Order" account issues.
• Answer incoming phone calls and provide exceptional client service.
• Collaborate with team members to improve workflows, processes, and the overall client experience.
• Maintain professionalism and confidentiality in all client interactions.

• Strong communication and interpersonal skills with a positive, client-focused attitude.
• Excellent organizational and time-management abilities.
• Strong problem-solving and follow-through skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Self-motivated with the ability to work independently and as part of a team.
• Proficiency with Microsoft Office applications and technology platforms.
• Strong written and verbal communication skills.
• Industry experience in financial services or wealth management preferred.

• Two or more years of related administrative, client service, or financial services experience.
• Experience supporting advisors, financial planners, or client service teams is preferred.

Hybrid (in-office 3 days/week) in Phoenix, AZ, Fairfield, IA, or Des Plaines, IL