Client Services Admin

Are you detailed-oriented, highly organized with terrific follow up skills, and love working with people? If so, we want you to join our team as our Client Services Admin!

You would be the first point of contact to welcome everyone to Palante Wealth whether in person or by phone. This role is responsible for managing all front desk operations, providing administrative support to team members, and ensuring that all client interactions are handled with the utmost care and professionalism.

Palante Wealth Advisors is an independent financial services firm situated in Pennington, NJ that helps those who are retired and soon-to-be retired plan for life’s greatest journey. We are seeking a life-long team member who wants to be a part of a positive, inspiring culture and communicates that to themselves every day.

Key Responsibilities: 

·     Greet clients and visitors warmly, ensuring a positive first impression of the firm

·     Manage all incoming calls and inquiries, and documenting notes from every client conversation in our database

·     Maintain an organized, compliant and efficient e-filing system

·     Schedule and coordinate client meetings, both in-person and virtual

·     Coordinate all incoming and outgoing physical correspondence, ensuring timely distribution to staff, clients, and vendors

·     Provide administrative support to staff, including and not limited to data entry, electronic filing, and document preparation

·     Uphold the firm's policies and procedures, ensuring compliance with legal and SEC standards

·     Maintain a clean and organized office and meeting space

·     Track and order supplies, as needed

·     Schedule office maintenance, as needed

Qualifications:

·     High school diploma or equivalent

·     Friendly demeanor and soft interpersonal touch, with the ability to establish a lasting rapport with clients

·  Empathy, patience, and adaptability are key in this crucial role

·     2 years of experience in a front desk or client service role. Big plus if you have experience in a financial or legal environment

·     Proficient computer and telephone skills required; experience with client management software preferred

·     Excellent verbal and written communication skills

·     Strong organizational and multitasking abilities, with a high attention to detail

·     Professional demeanor and appearance

·     Ability to work independently and as part of a team

·     High level of integrity and confidentiality

Our Team Culture Thrives On:

- A Teamwork Mentality, Collaboration

- Open Communication

- Integrity, Honesty, Respect

- Problem-Solving

- High Follow-Through

- A Self-Starter, Execution of Responsibilities

What we will provide for you:

- A competitive compensation plan

- A positive and supportive work environment enabling you to develop your skills, collaborate with other professionals and invest in others

- A vision of a great life in the future, and the support that it takes to achieve it

Come Join Us!

Check us out online: https://www.facebook.com/palantewealth

We think you’ll see that we’ve got a great place for someone to spend their time, enjoying what they do, seeing the difference they make in our client’s lives, and developing great talent around them.

We are seeking a career-minded individual who demonstrates strong follow-through, takes accountability for their work, executes with a high attention to detail and loves working with retirees and pre-retirees. A team-player with a positive attitude will go far in our growing company.

If you think this is job is for you, don’t just press the submit button in the system – take the extra step and send us an email directly to kimberly@palantewealth.com with the subject line “I was built for this – let’s go!” and include a brief cover letter and your resume.