Executive Assistant - Client Service Administrator
Core
Provides high-level administrative, operational, and client service support to a Lead Advisor in a financial services practice, managing client communication, scheduling, documentation, and financial planning support.
Role type
Senior administrative support specialist (financial services)
Builds
Client service workflows and financial planning documentation for a Lead Advisor
Domain
Financial services / Wealth management
Required skills
Client communication, scheduling coordination, document management, financial planning support, compliance adherence, CRM proficiency, multitasking
Preferred skills
Financial services/banking/insurance experience, knowledge of wealth management products
Technologies
Salesforce CRM, Morningstar, MoneyGuidePro, What-If Tax software, DocuSign, Microsoft Office Suite
Responsibilities
Maintain organized client records and operational processes; Support advisors with financial planning preparation and document analysis; Coordinate client communication, scheduling, and appointment setting; Process and track client service requests, applications, and account paperwork; Document client meeting notes and maintain follow-up records.
Seniority
Mid-level, hands-on IC