Growth-Driven Admin & Operations Associate | Wealth & Tax

Insite US; Oradell (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) retirement plan

Professional development opportunities

Advancement pathway

Job summary

A fee-only wealth management firm is seeking an Administrative and Operations Associate to provide essential support to their Wealth Management and Personal Tax teams. Ideal candidates will have a Bachelor's degree, 2+ years of administrative experience, and strong organizational and communication skills. This entry-level position offers a salary range of $50,000 to $70,000, with professional development opportunities leading to potential advisory roles.

Qualifications

• Bachelor's degree required.
• Minimum 2 years relevant administrative experience.
• Series 65 license holders or CFP candidates preferred.

Responsibilities

• Provide comprehensive administrative support to partners and advisors.
• Coordinate client meetings across wealth management and tax services.
• Prepare client reports, presentations, and meeting materials.

Skills

Organizational skills

Time management

Multitasking

Communication skills

Client-facing demeanor

Education

Bachelor's degree

Tools

Fidelity Wealthscape

Redtail CRM

SmartVault Client Portal

Tamarac Rebalancing

Job description

A fee-only wealth management firm is seeking an Administrative and Operations Associate to provide essential support to their Wealth Management and Personal Tax teams. Ideal candidates will have a Bachelor's degree, 2+ years of administrative experience, and strong organizational and communication skills. This entry-level position offers a salary range of $50,000 to $70,000, with professional development opportunities leading to potential advisory roles.