Client Services Administrator

We are seeking a Client Services/Office Admin to support a top financial advisor. This role is ideal for a highly organized and detail-oriented professional who thrives in a fast-paced environment and is eager to contribute to the success of a growing practice.

Responsibilities include:

• Calendar & Schedule Management – Organizing meetings, appointments, and travel arrangements.
• Document Preparation – Drafting reports, presentations, and other business documents.
• Meeting Coordination – Scheduling, preparing agendas, taking minutes, and following up on action items.
• Project Management – Assisting with special projects, research, and strategic planning.
• Annuity & Life Application Paperwork – Preparing and processing annuity and life insurance applications.
• 401(k) Plan Tasks – Assisting with account maintenance, paperwork, and client communications related to 401(k) plans.
• Confidentiality & Discretion – Handling sensitive information with professionalism.

Key Skills & Qualifications:

• Strong organizational and time management skills
• Excellent verbal and written communication
• Proficiency in office software (e.g., Microsoft Office, Google Workspace)
• Ability to work independently and prioritize tasks
• Problem-solving and critical thinking skills
• Professionalism and discretion

A Bachelor's degree in finance, business, or a related field is preferred but not required. Knowledge of financial services is preferred.

Job Type: Full-time

Work Location: Hybrid in New York, NY 10170 (2 days in office)

Benefits:

• Health insurance
• Paid time off