Client-Focused Wealth Management Assistant

Nisivoccia LLP; Mount Arlington (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Medical, dental, vision insurance

Life & disability insurance

401(k) plan with employer contribution

Paid time off (PTO)

Job summary

Nisivoccia LLP, a well-established CPA and Wealth Management firm in New Jersey, seeks a Wealth Management Assistant to support a growing team. The role emphasizes client care, confidentiality, and teamwork in a fast-paced, client-focused environment.

Ideal candidates bring 3–5 years of administrative/ client-service experience in wealth management, strong communication, and proficiency with MS Office and CRM tools. Licensing (Series 7/66, Life & Health) is required or pursued as applicable.

Qualifications

• 3–5 years proven experience providing administrative and client service support in a financial or wealth management environment.
• Licenses: Series 7, 66, Life & Health required or pursued (as applicable).
• Strong interpersonal and telephone communication skills.
• Bachelor’s degree preferred.

Responsibilities

• Coordinate client review meetings, including pre- and post-meeting prep and follow-up.
• Collaborate with clients and advisors to complete custodian- and firm-specific paperwork for accounts.
• Handle client requests and account service inquiries with accuracy and care.
• Maintain the firm’s CRM database and ensure data integrity.
• Generate client-facing and back-office reports and deliverables (e.g., Letters of Instruction, plan designs, illustrations).
• Respond promptly to client calls, emails, and correspondence.
• Learn and adapt to various technology platforms to support workflows.

Skills

Client service

CRM experience

Communication

Organization

MS Office

Education

Bachelor's degree (preferred)

Tools

CRM software

Microsoft Office

Job description

Nisivoccia LLP, a well-established CPA and Wealth Management firm in New Jersey, seeks a Wealth Management Assistant to support a growing team. The role emphasizes client care, confidentiality, and teamwork in a fast-paced, client-focused environment.

Ideal candidates bring 3–5 years of administrative/ client-service experience in wealth management, strong communication, and proficiency with MS Office and CRM tools. Licensing (Series 7/66, Life & Health) is required or pursued as applicable.