Administrative Assistant

C³ Wealth Management; King of Prussia (PA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Paid time off

Vision Insurance

Competitive compensation

Employer retirement plan with matching

Full benefits including medical, dent​

Flexible scheduling with sick and vaca

License reimbursement

Career development opportunity

Job summary

C³ Wealth Management is seeking a detail‑oriented Administrative Assistant to support day‑to‑day office operations in King of Prussia, PA. You will handle calendar management, scheduling, document organization, and front‑office tasks for executives and clients.

Ideal candidates have strong MS Office skills, customer service experience, and excellent communication abilities. This is a full‑time, on‑site role offering comprehensive benefits and a supportive financial services team.

Qualifications

• Bachelor's Degree preferred but not required.
• Financial and/or insurance industry preferred but not required.
• Highly proficient in MS Office Suite (Outlook, Word, Excel).
• Customer service experience strongly preferred.
• Ability to handle detailed work with high degree of accuracy.
• Excellent interpersonal skills.
• Experience in problem solving.
• High level of organizational skills.
• Excellent written and oral communication skills.
• Professional office skills.
• Ability to take independent action to make sound decisions.
• Ability to multi-task.

Responsibilities

• Schedule meetings for existing and new clients via phone and/or email, using best practices (language, follow up process, CRM tracking).
• Calendar Management: coordinate complex schedules and resolve conflicts proactively.
• Real-Time Client Solutions: act as a problem-solver for client requests, adjusting resources as needed.
• High-Adaptability & Agility: pivot seamlessly when changes occur.
• Front-Office Presentation: maintain a pristine reception environment for high-net-worth visitors.
• Visitor Hospitality: greet clients, manage coat check, provide refreshments before meetings.
• Communication Routing: direct multi-line calls, capture messages and prioritize urgent requests.
• Office Logistical Control: oversee mail distribution, inbound/outbound packages, courier coordination.
• Document Digitization & Auditing: scan and digitize paperwork, ensure pages are complete.
• Online Portal Registration: guide clients through initial registration for portal/e-delivery.
• Digital Access Troubleshooting: assist with portal issues, password resets, dashboards.
• 401(k)
• Health Insurance
• Paid time off
• Vision Insurance
• Competitive compensation.
• Employer retirement plan with matching contribution.
• Full benefits including medical, dental, vision, life and long-term disability insurance.
• Flexible scheduling with sick and vacation pay.
• License/Professional accreditation reimbursement.
• Opportunity to gain knowledge by working with a respected financial services team.

Skills

Bachelor's degree

MS Office Suite

Customer service

Problem solving

Organizational skills

Interpersonal skills

Written and oral communication

Professional office skills

Independent action

Multi-tasking

Detail oriented

Education

Bachelor's degree preferred

Tools

Outlook

Word

Excel

Job description

Company Description

C3 Wealth Management provides our clients the confidence and security to help them achieve financial independence and fulfill their purpose. Our nationally recognized team serves as a financial partner, providing comprehensive and collaborative financial planning strategies to address the unique objectives and challenges of our clients. Our focus on client well‑being - paired with sound investment portfolios, disciplined risk management techniques, and effective tax and estate planning tools places us at the forefront of our profession.

Role Description

The Administrative Assistant is a full-time, on‑site role based in King of Prussia, PA. This position supports day‑to‑day office operations, including managing calendars, scheduling meetings, organizing documents, and maintaining orderly records. Responsibilities include answering and directing phone calls, greeting visitors, preparing correspondence, and assisting with client meeting materials. The Administrative Assistant will coordinate with team members to support executives, handle clerical tasks such as filing and data entry, and ensure smooth front‑office operations. The role also involves maintaining confidentiality, providing professional and timely communication, and contributing to a welcoming environment for clients and colleagues.

Qualifications

• Bachelor's Degree preferred but not required
• Financial and/or insurance industry preferred but not required
• Highly proficient in MS Office Suite (Outlook, Word, Excel) and highly adaptable to new technologies
• Customer service experience strongly preferred
• Ability to handle detailed work with high degree of accuracy
• Excellent interpersonal skills
• Experience in problem‑solving
• High level of organizational skills
• Excellent written and oral communication skills
• Professional office skills
• Ability to take independent action to make sound decisions
• Ability to multi‑task

General Responsibilities

• Schedule meetings for existing and new clients via phone and/or email, use best practices (language, follow up process, CRM tracking, etc.)
• Calendar Management: Coordinate complex schedules, schedule meetings, and resolve calendar conflicts proactively.
• Real‑Time Client Solutions: Act as a critical problem‑solver for incoming client requests, shifting resources and appointments on the fly.
• High-Adaptability & Agility: The capacity to pivot seamlessly when a sudden change disrupts the day's original plan.
• Front-Office Presentation: Maintain a pristine, professional reception environment to ensure a premium first impression for high-net-worth visitors.
• Visitor Hospitality: Greet arriving clients warmly, manage coat check, and provide refreshments before meetings.
• Communication Routing: Direct multi‑line inbound phone traffic, capturing accurate messages and prioritizing urgent client requests.
• Office Logistical Control: Oversee mail distribution, handle incoming overnight packages, and coordinate outbound courier services.
• Document Digitization & Auditing: Scan and digitize all incoming physical paperwork, checking for clarity and ensuring no critical pages are missing.
• Online Portal Registration: Guide clients step‑by‑step through the initial registration process for their online portal, e‑delivery, etc.
• Digital Access Troubleshooting: Help clients resolve basic portal issues, reset passwords, and navigate their online dashboards.
• 401(k)
• Health Insurance
• Paid time off
• Vision Insurance
• Competitive compensation.
• Employer retirement plan with matching contribution.
• Full benefits including medical, dental, vision, life and long‑term disability insurance.
• Flexible scheduling with sick and vacation pay.
• Reimbursement for expenses related to industry licenses or professional accreditation programs
• Opportunity to gain knowledge and experience by working with a highly respected and successful financial services team