Right Executive Search, LLC ยท 6 hours ago
Client Service Associate / Administrative Assistant (Financial Planning firm)
Cherry Hill, NJ
Full-time
Onsite
Mid, Senior Level
$80K/yr - $90K/yr
5+ years expRight Executive Search, LLC is a boutique financial advisory practice that has been guiding clients through retirement, investment, tax, and estate planning for more than 30 years. They are seeking an experienced Client Service Associate / Administrative Assistant to support the key executive and maintain efficient operations while ensuring high service standards.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Elisa Sheftic, MBA
Responsibilities
Serve as first point of contact for clients, prospects, and external partners: manage inbound/outbound communications (phone, email, in-person), ensure timely responses
Manage the executiveโs calendar: schedule and prioritize meetings, coordinate with clients and team members
Prepare materials for meetings, send reminders, ensure the logistics (venue/virtual link,) are handled
Post-meeting follow-up: transcribe notes/action items; track deliverables and deadlines; ensure tasks are assigned and completed
Facilitate travel and event logistics as needed
Help streamline practice operations: identify opportunities for improvements in workflow and client service
Manage special projects or initiatives as requested
Ensure the office environment aligns with the high-service standard of the practice
Maintain and manage confidential client, firm, and personal information with discretion and compliance awareness
Qualification
Required
Minimum 5โ7 years of experience as a CSA / Administrative Assistant or senior administrative support professional with some Wealth Management industry experience at an RIA, broker-dealer, bank or family office is required
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint), virtual meeting platforms (Zoom, Teams), and CRM system; ability to quickly learn new technologies and tools
Exceptional organizational, time-management, and prioritization skills; ability to manage competing priorities while maintaining focus
Excellent verbal and written communication skills; ability to craft clear, professional correspondence and interact with high-net-worth clients, estate and tax professionals, custodians, etc
High degree of discretion with confidential client and firm information; regulatory compliance awareness
Proactive mindset: identifies issues before they become problems, offers solutions, operates with professional independence
Strong attention to detail and a commitment to high-quality client service standards
Comfortable working in a team-oriented, client-centric environment with a senior advisor
Preferred
Bachelor's degree preferred (business, communications, finance, or related field)
Benefits
Medical & dental insurance benefits (individual coverage company-paid)
Competitive salary plus annual bonus
Company
Right Executive Search, LLC
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๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ซ๐ฏ๐ข๐๐ ๐๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐๐๐๐ซ๐ฎ๐ข๐ญ๐ข๐ง๐ ๐๐ฉ๐๐๐ข๐๐ฅ๐ข๐ฌ๐ญ๐ฌ* RES is a woman-owned, boutique executive search firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Reeves
Partner
Elisa Sheftic, MBA
President and Managing Partner
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