Client-Facing Executive Assistant for Wealth Advisory

Settanni Financial; Armonk (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Job summary

Settanni Financial is seeking a detail-oriented administrator to support advisors and clients in a fast-paced wealth management practice. You will handle front-desk interactions, prepare client materials, and ensure accurate account information is up-to-date.

The role combines in-office administrative tasks with client services, data entry, and compliance-related support, contributing to a high-touch experience for clients and a smooth operation for advisors.

Qualifications

• 2+ years in administrative, customer service, or client-facing roles.
• Excellent written and verbal communication skills.
• Basic MS Office skills (Word and Excel).
• Strong organizational skills and attention to detail.

Responsibilities

• Provide high-level administrative support including preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
• Prepare advisors for weekly client meetings by printing reports, assembling materials, and updating account information.
• Manage advisor calendars and coordinate scheduling with internal and external stakeholders.
• Handle general office operations including supplies, vendor coordination, and maintaining a professional office environment.
• Serve as a warm first point of contact for clients by phone and in person; call clients for appointment reminders.

Skills

Communication

MS Office

Organization

Multitasking

Professional demeanor

Confidentiality

Tools

Redtail

Wealthbox

Salesforce

Job description

Settanni Financial is seeking a detail-oriented administrator to support advisors and clients in a fast-paced wealth management practice. You will handle front-desk interactions, prepare client materials, and ensure accurate account information is up-to-date.

The role combines in-office administrative tasks with client services, data entry, and compliance-related support, contributing to a high-touch experience for clients and a smooth operation for advisors.