Client Service Administrative Assistant

## Client Service Administrative Assistant Apply remote type:
Hybrid locations:
Des Plaines, IL:
Fairfield, IA:
West Des Moines, IA:
Phoenix, AZtime type:
Full time posted on:
Posted 6 Days Agojob requisition :
R-#
** Job Summary**#
** Key Deliverables and Responsibilities
** 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.
** What You'll Do:
*** 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.#
** What We Are Looking For
*** 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.
** Qualifications
* ** Two or more years of related administrative, client service, or financial services experience.
* Experience supporting advisors, financial planners, or client service teams is preferred.
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* Location:

Hybrid (in-office 3 days/week) in Phoenix, AZ, Fairfield, IA, or Des Plaines, IL, or West Des Moines, IA
**** Why Join Wealth Planners?
** At Wealth Planners, we are committed to delivering outstanding service to our clients while fostering a collaborative and supportive team environment. You'll have the opportunity to make a meaningful impact on the client experience, contribute to operational excellence, and grow your career within a respected wealth management organization.
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