Administrative Assistant

Overview

A reputable firm in the financial services industry is seeking a dedicated Administrative Assistant to join a collaborative and dynamic team. This role is ideal for a detail-oriented professional who excels in a fast-paced environment, values accuracy, and enjoys building strong relationships with clients and colleagues.

• At least 1 year of administrative and customer service experience, preferably in a client facing role
• Exceptional communication and interpersonal skills
• Keen attention to detail and high accuracy in documentation
• Proficiency in Microsoft Office and CRM systems
• Ability to prioritize multiple tasks and maintain confidentiality
• A proactive and professional approach

• Serve as the first point of contact, providing a welcoming and professional environment for clients
• Assist team members with scheduling, client inquiries, and document preparation
• Manage client data, account paperwork, and transaction processes efficiently
• Support account setup, transfers, and updates with precision
• Maintain accurate CRM entries, reports, and client files
• Coordinate and prepare for client meetings, including assembling materials
• Resolve operational issues by liaising with broker-dealers and internal teams
• Provide research support, calculate distributions, and prepare performance reports

• Competitive salary ranging from $45,000 to $50,000
• Comprehensive health plans
• 6% company matching 401(k)
• Generous PTO and paid holidays
• Company-paid life insurance, short-term and long-term disability coverage
• Optional supplemental benefits for added protection

Apply today! This is an opportunity to join a respected firm and play a key role in ensuring a seamless client experience.

Not ready to apply yet? Contact a professional recruiter at  or  for a confidential conversation about your career goals. With decades of industry experience, JFC Global, the largest locally owned and operated niche recruiting company, has built well-established relationships with hiring managers and HR professionals in our area. JFC Global has received a 9.6 NPS rating from the professionals we work with and pride ourselves on operating with the highest ethics and integrity within the recruiting industry.

We look forward to putting our local connections to work for you! Direct W2 only EOE.