Administrative Assistant Position Available In Burlington, New Jersey

Administrative Assistant CORA Capital Advisors Marlton, NJ 08053 About Us CORA Capital Advisors LLC is an ensemble wealth management firm that integrates financial planning, tax strategies, and investment management to deliver personalized, high-quality service to our clients. We are seeking a full-time Administrative Assistant to join our team and support our principals and staff in the daily operations. Key Responsibilities Serve as the first point of contact for client, vendor, and business calls and visits with professionalism and warmth Prepare meeting materials, including reports and folders for weekly client meetings Maintain and update client relationship and document management systems (e.g. Redtail) Management of office-related duties: monitor and replenish office supplies, maintaining inventory with efficiency; incoming and outgoing mail; calendars for the firm and partners as needed Collaborate with client support team members to deliver exceptional and seamless client service. This includes additional administrative functions not stated within the role that keeps a client-first mindset. What We’re Looking For Strong customer service orientation with the ability to support a diverse and collaborative team Discretion and professionalism when handling sensitive or confidential information Exceptionally organized , detail-focused, and capable of managing multiple priorities Clear and confident communicator , both written and verbal Calm under pressure , able to multitask and shift gears gracefully when interruptions arise Accountable and dependable , with a proactive approach to responsibilities Eager to learn , take initiative, and contribute to the success of the team The ideal candidate is organized, detail-focused, energetic, and thrives in a team-oriented, fast-paced environment. Qualifications & Skills 2+ years of prior administrative support experience Proficiency in Microsoft Excel and Word Willingness to learn about financial products, planning tools, and industry-specific processes Familiarity with CRM systems (such as Redtail) is a plus Why Join Us? At CORA Capital Advisors, we value professionalism, collaboration, and integrity with a family-oriented culture. We offer a supportive and engaging environment where your attention to detail and proactive mindset will be appreciated and where you’ll have opportunities to grow and take on new challenges. How To Apply Please e-mail your resume along with a short narrative with why you would be a good fit to our recruiter: ria@reimaginedpractice.com

Job Type:

Full-time Pay:

$50,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off

Schedule:

8 hour shift Ability to

Commute:

Marlton, NJ 08053 (Required)

Work Location:

In person