Front Office Admin Assistant – Financial Services

C³ Wealth Management; King of Prussia (PA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Paid time off

Vision Insurance

Competitive compensation

Employer retirement plan with matching

Full benefits including medical, dent​

Flexible scheduling with sick and vaca

License reimbursement

Career development opportunity

Job summary

C³ Wealth Management is seeking a detail‑oriented Administrative Assistant to support day‑to‑day office operations in King of Prussia, PA. You will handle calendar management, scheduling, document organization, and front‑office tasks for executives and clients.

Ideal candidates have strong MS Office skills, customer service experience, and excellent communication abilities. This is a full‑time, on‑site role offering comprehensive benefits and a supportive financial services team.

Qualifications

• Bachelor's Degree preferred but not required.
• Financial and/or insurance industry preferred but not required.
• Highly proficient in MS Office Suite (Outlook, Word, Excel).
• Customer service experience strongly preferred.
• Ability to handle detailed work with high degree of accuracy.
• Excellent interpersonal skills.
• Experience in problem solving.
• High level of organizational skills.
• Excellent written and oral communication skills.
• Professional office skills.
• Ability to take independent action to make sound decisions.
• Ability to multi-task.

Responsibilities

• Schedule meetings for existing and new clients via phone and/or email, using best practices (language, follow up process, CRM tracking).
• Calendar Management: coordinate complex schedules and resolve conflicts proactively.
• Real-Time Client Solutions: act as a problem-solver for client requests, adjusting resources as needed.
• High-Adaptability & Agility: pivot seamlessly when changes occur.
• Front-Office Presentation: maintain a pristine reception environment for high-net-worth visitors.
• Visitor Hospitality: greet clients, manage coat check, provide refreshments before meetings.
• Communication Routing: direct multi-line calls, capture messages and prioritize urgent requests.
• Office Logistical Control: oversee mail distribution, inbound/outbound packages, courier coordination.
• Document Digitization & Auditing: scan and digitize paperwork, ensure pages are complete.
• Online Portal Registration: guide clients through initial registration for portal/e-delivery.
• Digital Access Troubleshooting: assist with portal issues, password resets, dashboards.
• 401(k)
• Health Insurance
• Paid time off
• Vision Insurance
• Competitive compensation.
• Employer retirement plan with matching contribution.
• Full benefits including medical, dental, vision, life and long-term disability insurance.
• Flexible scheduling with sick and vacation pay.
• License/Professional accreditation reimbursement.
• Opportunity to gain knowledge by working with a respected financial services team.

Skills

Bachelor's degree

MS Office Suite

Customer service

Problem solving

Organizational skills

Interpersonal skills

Written and oral communication

Professional office skills

Independent action

Multi-tasking

Detail oriented

Education

Bachelor's degree preferred

Tools

Outlook

Word

Excel

Job description

C³ Wealth Management is seeking a detail‑oriented Administrative Assistant to support day‑to‑day office operations in King of Prussia, PA. You will handle calendar management, scheduling, document organization, and front‑office tasks for executives and clients.

Ideal candidates have strong MS Office skills, customer service experience, and excellent communication abilities. This is a full‑time, on‑site role offering comprehensive benefits and a supportive financial services team.