Client-Focused Administrative Assistant – Wealth Advisory

Lighthouse Financial Advisors, Inc.; Red Bank (NJ); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Profit sharing

Paid time off

Job summary

Lighthouse Financial Advisors, Inc. in Red Bank, NJ is seeking a warm Administrative Assistant to be the welcoming first contact for clients and to help keep the office running smoothly.

You will coordinate schedules, answer phones, prepare mailings, and support day-to-day client needs in a collaborative wealth management and tax planning environment. This hands-on role offers variety and professional growth.

Qualifications

• Warm, professional communication and interpersonal skills.
• Energetic, proactive, and can-do attitude.
• Strong organizational skills with the ability to manage multiple tasks and processes efficiently.
• Ability to thrive in a deadline-driven environment, including tax season.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with scheduling and calendar management.
• Client-facing experience preferred.
• Reliable, punctual, and detail-oriented.

Responsibilities

• Serve as a welcoming first point of contact for clients in person and by phone, providing a professional and helpful office experience.
• Manage scheduling, appointments, and calendar coordination for advisors and clients.
• Monitor, triage, and respond to emails on behalf of the team as appropriate.
• Answer and direct incoming phone calls; take accurate messages and follow up as needed.
• Attend and support client meetings, including preparing materials and assisting with follow-up.
• Collaborate with the Director of Client Outcomes and Advisory team on daily operations and special projects.
• Prepare and process routine client correspondence, forms, and various custodial paperwork.
• Maintain accurate client information, activity notes, and tasks within the firm’s CRM system.
• Scan, organize, and maintain client records and documents in accordance with firm procedures and confidentiality standards.
• Handle general office administration, including mailings, shipping, filing, supply inventory, and occasional local errands.

Skills

Interpersonal skills

Organizational skills

Deadline-driven

Microsoft Office

Scheduling

Client-facing experience

Punctuality

Job description

Lighthouse Financial Advisors, Inc. in Red Bank, NJ is seeking a warm Administrative Assistant to be the welcoming first contact for clients and to help keep the office running smoothly.

You will coordinate schedules, answer phones, prepare mailings, and support day-to-day client needs in a collaborative wealth management and tax planning environment. This hands-on role offers variety and professional growth.