Key Responsibilities Client Relations & Front Office:

Welcome clients upon arrival, answer incoming office calls, triage messages, and manage the advisor's calendar to schedule and confirm client review meetings.

Documentation & Mail:

Prepare information for daily appointments, securely scan sensitive client paperwork into electronic archives, and handle incoming/outgoing physical mail.

CRM Database Entry:

Maintain clean data inside our client relationship management database (updating addresses, inputting meeting notes, and tracking task workflows).

Administrative Support:

Help prepare template letters, assemble client onboarding packets, and track ongoing multi-step processes like account transfers or required distributions.

Compliance Protocol:

Keep accurate files and physical records in strict alignment with corporate broker-dealer and SEC regulatory compliance guidelines.

Qualifications & Skills Experience:

2+ years of general administrative office experience required. Experience in banking, real estate, insurance, or wealth management is a major plus.

Technical Savvy:

High proficiency with Microsoft Office Suite (Word, Excel, Outlook) and a proven ability to quickly learn proprietary database or CRM tools (e.g., Redtail, Wealthbox, Salesforce).

Communication:

Exceptional written and verbal communication skills; comfortable greeting clients professionally over the phone and in person.

Soft Skills:

Impeccable attention to detail, strong time-management habits, trustworthy, and an ability to work independently in a quiet office setting.

Background Check:

Must be willing to clear a comprehensive criminal background check and fingerprinting due to financial industry regulations.

Pay:

From $18.00 per hour

Education:

High school or equivalent (Required)

Experience:

administrative office: 3 years (Required) Ability to

Commute:

Quakertown, PA 18951 (Required)

Work Location:

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