Hearth Financial Partners · 2 weeks ago
Administrative & Client Support Assistant
Hamilton, NY
Full-time
Hybrid
New Grad, Entry LevelHearth Financial Partners is seeking a detail-oriented and personable Administrative & Client Support Assistant to join their team on a part-time basis. This role supports daily office operations, client service activities, and advisor preparation tasks, ensuring a positive experience for clients and efficient office operations.
Financial Services
Hiring Manager
Sara Caruso
Responsibilities
Answer and manage incoming phone calls in a professional, courteous manner
Provide general administrative support to the team, including filing, data entry, and document organization
Greet clients and ensure a warm, positive first impression
Assist with other administrative tasks and office duties as assigned
Support systematic outreach efforts, including scheduling client reviews and completing follow-up servicing tasks
Prepare for advisor appointments by updating internal client information in Excel and pulling reports from external investment and insurance platforms
Track completion and documentation of client reviews, ensuring notes, required forms, and follow-up actions are properly recorded
Prepare, submit, and track daily servicing requests such as beneficiary updates, distribution requests, and other client-initiated changes
Prioritize and support timely responses to all client inquiries
Identify servicing needs triggered by client life events and proactively assist with scheduling and form preparation
Maintain and update the client database to ensure accuracy and completeness
Develop proficiency in the firm’s CRM to help identify opportunities within the existing client base
Cross-train with other administrative support functions, including client engagement, new business processing, and financial profile data entry
Work collaboratively with advisors and team members to ensure smooth and efficient office operations
Qualification
Required
Superior interpersonal and communication skills
Strong attention to detail and excellent organizational abilities
Proficient in Microsoft Excel and Word with a willingness to learn new systems and CRM tools
Professional phone presence and customer‑service mindset
Ability to manage multiple tasks and prioritize effectively
Preferred
Prior administrative or client service experience is a plus but not required
Company
Hearth Financial Partners
We are a small family business committed to providing education and guidance to our clients to help them realize their goals through financial stability.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase