Client Services Associate / Executive Assistant

ENTELEVEST, LLC; Coral Gables (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A growing financial advisory firm in Coral Gables, FL is seeking a detail-oriented Client Services Associate / Executive Assistant. The role involves client interaction, organizing schedules, managing documentation, and providing personal support. Ideal candidates should have at least 3 years of relevant experience, strong organizational and communication skills, and be proficient in Microsoft Office. A bachelor’s degree in Business Administration or a related field is preferred. This is a full-time, on-site role focused on high-quality client service.

Qualifications

• Minimum 3 years' experience as an Executive Assistant or similar role.
• Strong ability to prioritize multiple tasks with attention to detail.
• Experience in handling sensitive and confidential information.

Responsibilities

• Serve as primary point of contact for client service needs.
• Coordinate client onboarding and account maintenance.
• Prepare meeting materials and manage calendars.

Skills

Organizational skills

Excellent communication skills

Interpersonal skills

Discretion and judgment

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Overview

ENTELEVEST is a growing, boutique Registered Investment Advisory (RIA) firm offering wealth management and comprehensive financial planning services to our clients. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. We work with our clients in the areas of investment management, retirement and income strategies, estate and legacy planning and overall comprehensive life planning. We believe in and exhibit a culture of constant learning and growing to strive for excellence in our profession. We are seeking a detail-oriented, professional Client Services Associate / Executive Assistant to support our CEO and team to ensure a high-quality client experience. This role is ideal for someone who enjoys organization, client interaction, and working in a fast-paced financial services environment.

Role Description

This is a full-time on-site role a Client Services Associate / Executive Assistant for ENTELEVEST, LLC, located in Coral Gables, FL. The Client Services Associate / Executive Assistant key responsibilities will include but not limited to:

• Serve as a primary point of contact for client service needs
• Coordinate client onboarding, paperwork, and account maintenance
• Prepare meeting materials, reports, correspondence and following up on action items
• Manage business and personal calendars, scheduling, and administrative workflows
• Maintain accurate client records in the CRM system
• Assist with operational and compliance-related tasks
• Provide personal support such as running errands, shopping, making reservations, arranging gifts, etc..
• Additional duties as needed and assigned

Qualifications

• Minimum 3 years of experience as an Executive Assistant, Client Service Associate or similar financial services support role.
• Strong organizational skills with ability to prioritize multiple tasks seamlessly with excellent attention to detail.
• Excellent oral and written communication skills.
• Proficient with Microsoft Office Suite.
• Strong interpersonal skills and ability to build relationships with staff, and vendors.
• Demonstrated success in handling sensitive and confidential information with the ability to exercise discretion and independent judgment.
• Ability to work well under pressure while maintaining accuracy, composure, and professionalism.
• Experience in an RIA, wealth management, or financial services firm is a plus.
• Bachelor\'s degree or higher in Business Administration or a related field is preferred but not required.