Client Service Assistant Full Time - 8:30am - 5pm For Growing, Independent, Wealth Management Firm We are not your average private wealth management firm, We are so much more. Who We Are In business for over 8 years, we are a private wealth management firm offering financial planning, investment advice, and wealth management services to individuals and businesses. Come experience the "charm" of working for a small but mighty well-run firm, with a non-corporate feel, and a place where people genuinely like working together! About the job You will work in a team-centered, collaborative and friendly environmen t with a growth mindset. How Can You Help?

Position Overview:

The Administrative Assistant plays a key role in ensuring the smooth and efficient operation of the firm. This position is responsible for supporting general office administration, delivering exceptional client service, and maintaining a professional office environment. Administrative Assistant Duties & Responsibilities

• Open and close the office, ensuring all common areas—including the supply cabinet, filing cabinets, conference rooms, and kitchen—are kept neat and professional.
• Answer, screen, and transfer phone calls; take messages as appropriate. Initiate and respond to client service calls.
• Process daily mail, including opening, distributing, scanning, filing, and managing all shipping and deliveries.
• Check custodian alerts daily and take appropriate action, process client transactions, and perform ongoing client account maintenance.
• Maintain accurate CRM records and documentation.
• Provide support to Advisors and Client Service Associates, such as preparing for client meetings, generating reports, processing paperwork, and managing electronic files as needed.
• Prepare conference rooms for client and prospect meetings, greet guests, and provide refreshments as needed.
• Coordinate and support meetings, staff lunches, employee events, and client ambassador activities, including event planning and sending gifts or cards for special occasions.
• Troubleshoot and resolve office equipment issues.
• Monitor and replenish office supplies, stationery, business cards, and kitchen items. Qualifications
• Bachelor's degree preferred, or equivalent work experience - NEW

GRADS ARE WELCOME

• 2+ years of relevant administrative experience; financial or banking industry experience helpful
• Proficiency in Microsoft Office Suite (required); experience with CRM and document management software preferred Other Skills & Experience
• Strong organizational, multitasking, and prioritization skills, with keen attention to detail and accuracy.
• Demonstrates a positive attitude, discipline, and reliability.
• Excellent written and verbal communication skills.
• Professional, reliable, and client-focused, with demonstrated integrity, discretion, and initiative.
• Ability to work independently and collaboratively in a team environment.
• High degree of integrity and discretion with confidential information
• Excellent communication, time management and analytical skills
• Proven time management, organizational skills with the ability to prioritize multiple tasks
• Team player with a positive, can-do attitude
• Financial or banking industry experience a plus Because we value our team members, we offer:
• $45K - $60K annual salary . Health Insurance
• Company Paid Long-Term Disability Insurance
• 401(k) plan with employer match
• Health Savings Account (HSA)
• Holidays
• Paid Time Off We would welcome your interest in our company.

Please check us out on line at: blackwalnutwm.com, and send your resume TODAY!

Job Type:

Full-time Pay:

$45,000.00 - $60,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Paid time off Vision insurance

Education:

Bachelor's (Preferred)

Work Location:

In person