Part-Time Client Services & Administrative Specialist

Cumulative Wealth Solutions LLC; New Jersey; On-site; USD 30,000 - 39,000; Part time

Job summary

Cumulative Wealth Solutions LLC is seeking a Client Services & Administrative Assistant to join our boutique financial planning team. This part-time role is approximately 20 hours per week, with flexibility and room to grow into an Office Manager or Operations position as the firm expands.

You will greet clients, manage scheduling, support advisors, prepare materials for seminars, and maintain organized client files.

Qualifications

• Strong written and verbal communication skills.
• Basic computer proficiency.
• Reliable transportation.
• Administrative, customer service, or office experience preferred.
• Experience with Microsoft Office, Outlook, Adobe Acrobat, or similar software preferred.
• Interest in learning financial industry terminology and processes.
• Financial services experience not required.

Responsibilities

• Welcome clients and visitors and create a strong first impression.
• Prepare conference rooms and ensure a welcoming environment.
• Assist with client communications and scheduling.
• Answer and direct incoming phone calls.
• Scan, organize, and maintain digital client files.
• Assist with document prep and various admin projects.
• Order and maintain office supplies.
• Support advisors and operations with day-to-day tasks.
• Prepare materials for seminars and client events.
• Attend local seminars monthly to assist with setup and client support; hours adjusted to ~20 per week.

Skills

Strong written and verbalcommunication

Basic computer proficiency

Reliable transportation

Organizational skills

Detail-oriented

Customer service mindset

Tools

Microsoft Office

Outlook

Adobe Acrobat

Job description

Cumulative Wealth Solutions LLC is seeking a Client Services & Administrative Assistant to join our boutique financial planning team. This part-time role is approximately 20 hours per week, with flexibility and room to grow into an Office Manager or Operations position as the firm expands.

You will greet clients, manage scheduling, support advisors, prepare materials for seminars, and maintain organized client files.