Administrative Assistant / Client Service Associate (Wealth Management)

Right Executive Search, LLC; Florida; On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

10 days paid time off

Professional office setting

Job summary

Right Executive Search, LLC in Port Orange, FL seeks a polished Front Office/Administrative Specialist to greet clients and manage back-office tasks in a fast-paced wealth management practice. This role serves as the first and last impression for clients, coordinating paperwork and supporting Wealth Advisors.

You will handle calls, mail, client correspondence, calendar management, and website/social media updates, with a strong emphasis on accuracy, customer service, and timely processing.

Qualifications

• Wealth management experience (1+ year).
• Strong client service orientation and attention to detail.
• Excellent organizational and time-management skills.
• Ability to handle multiple tasks within tight time frames.
• Strong verbal and written communication skills.

Responsibilities

• Greet clients and prospects as the first and last point of contact in the office.
• Handle incoming calls, sort and distribute mail, and send periodic client correspondence.
• Coordinate and process client paperwork in a timely, accurate, and professional manner.
• Process new contributions and redemptions.
• Manage calendars for the Wealth Advisors and others in the office.
• Coordinate compliance files for the office.
• Order office supplies and coordinate outside vendors.
• Develop and maintain written systems for all office activities.
• Manage the firm website and maintain its social media presence.

Skills

Client service orientation

Detail orientation

Organization

Time management

Communication skills

Multitasking

Tools

Microsoft Office Suite

CRM experience

Job description

Location

Port Orange, FL (On-site, 5 days per week ; Hours, generally 9 am – 4 pm))

Salary

$55,000 to $65,000

About the Role

Our client is a growing, principal‑led wealth management practice in Port Orange, FL, serving individuals and families with an emphasis on retirees and pre‑retirees. This role sets the tone for the office as the first and last person clients see when they are visiting, while handling the firm’s back‑office operations and ensuring client paperwork is processed accurately and on time. The position works directly with the firm’s principal in a small team environment with meaningful exposure to all aspects of client service. The culture is fast‑paced, motivational, and focused on improving clients' lives.

Key Responsibilities

• Greet clients and prospects warmly as the first and last point of contact in the office
• Handle incoming calls, sort and distribute mail, and send periodic client correspondence
• Coordinate and process client paperwork in a timely, accurate, and professional manner
• Process new contributions and redemptions
• Manage calendars for the Wealth Advisors and others in the office
• Coordinate compliance files for the office
• Order office supplies and coordinate outside vendors
• Develop and maintain written systems for all office activities
• Manage the firm website and maintain its social media presence

Qualifications

• A minimum of 1 year of wealth management experience
• Positive attitude and an extraordinary client service orientation
• Strong focus on getting the details right
• Excellent organizational and time management skills
• Ability to handle multiple tasks within tight time frames
• Strong verbal, written, presentation, and interpersonal communication skills
• Proficiency with Microsoft Office Suite

What They Offer

• Competitive base salary of $55,000 to $65,000
• Monday through Friday schedule, currently 9:00 AM to 4:00 PM
• Beautiful, professional office setting
• Opportunity to work closely with the principal and gain exposure to all aspects of client service
• Small, collaborative team with a positive and supportive culture
• 10 days of paid time off
• Resources, technology, and advanced planning support of a national platform

Keywords

Administrative Support, Back Office Operations, Calendar Management, Client Correspondence, Client Paperwork, Client Service, Compliance Files, Contributions and Redemptions, CRM, Front Desk, Microsoft Office Suite, Office Management, Receptionist, Redtail, RIA, Registered Investment Advisor, Social Media, Vendor Coordination, Wealth Management, Website Management