Client Service Associate / Administrative Assistant Wealth Management

We are a financial advisory practice with looking for a dependable and organized Client Service / Administrative Assistant to support daily office operations and client service. This is a hands-on role that keeps the office organized and assists Financial Advisors & their clients. You will be responsible for managing calls, handling client requests, keeping records organized, and making sure tasks are completed accurately and on time. You will also play a key role in improving how we operate—helping to organize workflows, keep processes consistent, and support a smooth client onboarding experience. This position requires someone who can manage multiple responsibilities, stay organized, follow through, and work without constant direction. Key Responsibilities Include (but aren't limited to): Answer and manage incoming calls using Ring Central Greet clients and provide a polished, welcoming experience Manage calendars, appointments, and scheduling Maintain organized client records and files Support financial paperwork and account processing Coordinate office tasks, supplies, and general operations Assist advisors with administrative needs as they arise Create & implement organized workflows Ability to use Microsoft Office including

Excel Worksheets Job Types:

Full-time, Part-time Pay:

$16.00

• $25.

00 per hour

Work Location:

In person Client Service Associate / Administrative Assistant

• Wealth Management 3.8 3.8 out of 5 stars Manasquan, NJ 08736 $16
• $25 an hour
• Part-time, Full-time Raymond James 928 reviews $16
• $25 an hour
• Part-time, Full-time We are a financial advisory practice with looking for a dependable and organized Client Service / Administrative Assistant to support daily office operations and client service.

This is a hands-on role that keeps the office organized and assists Financial Advisors & their clients. You will be responsible for managing calls, handling client requests, keeping records organized, and making sure tasks are completed accurately and on time. You will also play a key role in improving how we operate—helping to organize workflows, keep processes consistent, and support a smooth client onboarding experience. This position requires someone who can manage multiple responsibilities, stay organized, follow through, and work without constant direction. Key Responsibilities Include (but aren't limited to): Answer and manage incoming calls using Ring Central Greet clients and provide a polished, welcoming experience Manage calendars, appointments, and scheduling Maintain organized client records and files Support financial paperwork and account processing Coordinate office tasks, supplies, and general operations Assist advisors with administrative needs as they arise Create & implement organized workflows Ability to use Microsoft Office including

Excel Worksheets Job Types:

Full-time, Part-time Pay:

$16.00

• $25.

00 per hour

Work Location:

In person