Executive Assistant / Client Service Associate

We are seeking a highly organized, proactive Executive Assistant with a strong client service mindset to support a fast-paced financial planning office. This position will assist the financial advisors in the areas of administration, client service and financial planning. The ideal candidate is detail-oriented, professional, and thrives in a fast-paced environment, with a genuine passion for delivering exceptional client service.

Primary Responsibilities Executive Support:

Manage complex calendars, schedule client meetings, and coordinate daily priorities Handle email management and correspondence on behalf of the advisor Assist with project tracking, deadlines, and follow-ups Coordinate travel arrangements and expense reporting as needed Assist with special projects and firm initiatives Client Service Serve as a primary point of contact for clients, providing prompt and professional responses Help deliver a high-touch, personalized service experience for every client Coordinate client meetings, including confirmations, document preparation, and follow-ups Support new client onboarding, ensuring a smooth and welcoming experience Maintain accurate and up-to-date client records within CRM systems Receive, review, and process documents returned to the office by clients, ensuring completeness and accuracy Handle incoming client checks in accordance with firm procedures and compliance Key Traits of a Successful Executive Assistant / Client Service Associate Strong organizational skills with exceptional attention to detail Excellent written and verbal communication skills Ability to multi-task and able to prioritize Positive attitude and sincere willingness to learn and grow Team player and displays commitment to the team Qualifications Associate's degree or higher Prior experience within the financial services industry or a similar role required 3+ years of related experience Strong computer skills and knowledge of MS office Ability to manage sensitive information with discretion About Our Company Indelicato & Coffey is a private wealth advisory practice of Ameriprise Financial Services, LLC. At Indelicato & Coffey our purpose is to help you feel confident, connected and in control of your financial life. We offer individually focused, competent guidance on a full range of investment, risk management and estate planning strategies. We are committed to our client's financial well-being. Indelicato & Coffey is an equal opportunity employer. Position eligible for part-time, with minimum of 24 hours per week

Job Type:

Full-time Pay:

$60,000.00 - $70,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person