Administrative Assistant / Client Service Associate

Description Cooperidge Consulting Firm is seeking a Client Service Associate / Administrative Assistant for a top Boutique Financial Advisory Practice in Cherry Hill, NJ. With over 30 years of excellence in retirement and estate planning, our client is looking for a senior administrative professional to serve as the operational backbone of the firm. Supporting a senior executive, this role acts as the primary point of contact for high-net-worth clients and external partners. The ideal candidate is a proactive, solution-oriented "right hand" who can manage complex logistics, improve practice workflows, and maintain the highest standards of discretion and professionalism.

Job Responsibilities Executive Support:

Manage the senior executive's complex calendar; prioritize, schedule, and coordinate high-stakes meetings with clients and internal teams.

Client Relations:

Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up.

Meeting Management:

Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting.

Project Tracking:

Monitor deadlines and deliverables; ensure tasks across the practice are assigned and completed accurately and on schedule.

Operational Excellence:

Identify opportunities to enhance office workflows and client service processes; maintain a professional office environment consistent with firm standards.

Compliance & Discretion:

Handle sensitive firm, personal, and client information with absolute discretion and an awareness of industry regulatory requirements.

Requirements:

Education Bachelor's degree in Business, Communications, Finance, or a related field is preferred. Experience Minimum of five (5) to seven (7) or more years of experience as a Client Service Associate or senior administrative professional. Prior experience in Wealth Management (RIA, broker-dealer, bank, or family office) is

REQUIRED.

Proven experience interacting with high-net-worth clients and external professionals (CPAs, Estate Attorneys).

Skills Technical:

Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Zoom/Teams, and industry CRM systems.

Organization:

Exceptional time-management and prioritization skills; ability to manage competing priorities with extreme attention to detail.

Communication:

Superior written and verbal communication skills; ability to transcribe notes and prepare professional client materials.

Mindset:

Proactive and solution-oriented; ability to operate with a high degree of independence in a fast-paced environment.

BENEFITS

Comprehensive health, vision, and dental insurance plans Life insurance coverage 401(k) retirement plan with company matching contributions Paid time off including vacation, sick leave, and holidays Opportunities for career growth and advancement