ENTELEVEST, LLC · 3 days ago
Client Services Associate / Executive Assistant
Coral Gables, FL
Full-time
Onsite
Mid Level
3+ years expENTELEVEST, LLC is a growing boutique Registered Investment Advisory firm offering wealth management and comprehensive financial planning services. They are seeking a detail-oriented Client Services Associate / Executive Assistant to support the CEO and team, ensuring a high-quality client experience through various administrative and client service tasks.
Financial ServicesRetirementRisk Management
Responsibilities
Serve as a primary point of contact for client service needs
Coordinate client onboarding, paperwork, and account maintenance
Prepare meeting materials, reports, and correspondence
Manage calendars, scheduling, and administrative workflows
Maintain accurate client records in the CRM system
Assist with operational and compliance-related tasks
Qualification
Required
Minimum 3 years of experience as an Executive Assistant, Client Service Associate or similar financial services support role
Strong organizational skills with ability to prioritize multiple tasks seamlessly with excellent attention to detail
Excellent oral and written communication skills
Proficient with Microsoft Office Suite
Strong interpersonal skills and ability to build relationships with staff, and vendors
Demonstrated success in handling sensitive and confidential information with the ability to exercise discretion and independent judgment
Ability to work well under pressure while maintaining accuracy, composure, and professionalism
Preferred
Experience in an RIA, wealth management, or financial services firm is a plus
Bachelor's degree or higher in Business Administration or a related field is preferred but not required
Company
ENTELEVEST, LLC
ENTELEVEST is a boutique Registered Investment Advisory firm offering wealth management and comprehensive financial planning services to our clients.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
J. Pablo Hanuszkiewicz CFP®, ChFC®, RICP®, CIMA®, CPWA®
Founder - CEO
Company data provided by crunchbase