Remote Administrative Associate - Client Experience & Operations

C³ Wealth Management; King of Prussia (PA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

401(k) with match

Full benefits package (medical, dental

Vision, life, and LTD insurance

Work from home

Job summary

C³ Wealth Management is seeking an Administrative Associate to support day-to-day operations, acting as a central point for advisors, the operations team, and clients. You will provide consistent administrative assistance to ensure a seamless client experience and efficient daily execution.

You will report to the CEO & Office Manager, coordinating meetings, calendar management, and real-time client solutions in a fast-paced financial services setting.

Qualifications

• Bachelor's degree preferred but not required.
• Financial/insurance industry preferred but not required.
• Proficient in MS Office and adaptable to new technologies.
• Customer service experience strongly preferred.
• Ability to handle detailed work with high accuracy.
• Excellent interpersonal skills.
• Experience in problem-solving.
• Strong 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 with CRM tracking.
• Coordinate complex calendars and resolve conflicts proactively.
• Serve as a problem-solver for client requests and reallocate resources as needed.
• Maintain a pristine reception area to project a premium image for high-net-worth visitors.
• Greet visitors, manage coat check, and provide refreshments before meetings.
• Direct multi-line inbound calls and capture urgent messages.
• Oversee mail distribution, inbound packages, and outbound couriers.
• Scan and digitize incoming paperwork, ensuring clarity and completeness.
• Guide clients through initial online portal registration and e-delivery setup.
• Troubleshoot basic portal issues, including password resets.

Skills

Customer service experience

Excellent interpersonal skills

Ability to multi-task

Detail-oriented

Strong written and verbalcommunication

Problem-solving

Organizational skills

Independent decision making

Adaptability to new technologies

Education

Bachelor's Degree preferred but not required

Tools

MS Office Suite (Outlook, Word, Excel)

Job description

C³ Wealth Management is seeking an Administrative Associate to support day-to-day operations, acting as a central point for advisors, the operations team, and clients. You will provide consistent administrative assistance to ensure a seamless client experience and efficient daily execution.

You will report to the CEO & Office Manager, coordinating meetings, calendar management, and real-time client solutions in a fast-paced financial services setting.