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

Client Service Administrative Assistant

Key skills