Wealth Management Assistant

Nisivoccia LLP; Mount Arlington (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Medical, dental, vision insurance

Life & disability insurance

401(k) plan with employer contribution

Paid time off (PTO)

Job summary

Nisivoccia LLP, a well-established CPA and Wealth Management firm in New Jersey, seeks a Wealth Management Assistant to support a growing team. The role emphasizes client care, confidentiality, and teamwork in a fast-paced, client-focused environment.

Ideal candidates bring 3–5 years of administrative/ client-service experience in wealth management, strong communication, and proficiency with MS Office and CRM tools. Licensing (Series 7/66, Life & Health) is required or pursued as applicable.

Qualifications

• 3–5 years proven experience providing administrative and client service support in a financial or wealth management environment.
• Licenses: Series 7, 66, Life & Health required or pursued (as applicable).
• Strong interpersonal and telephone communication skills.
• Bachelor’s degree preferred.

Responsibilities

• Coordinate client review meetings, including pre- and post-meeting prep and follow-up.
• Collaborate with clients and advisors to complete custodian- and firm-specific paperwork for accounts.
• Handle client requests and account service inquiries with accuracy and care.
• Maintain the firm’s CRM database and ensure data integrity.
• Generate client-facing and back-office reports and deliverables (e.g., Letters of Instruction, plan designs, illustrations).
• Respond promptly to client calls, emails, and correspondence.
• Learn and adapt to various technology platforms to support workflows.

Skills

Client service

CRM experience

Communication

Organization

MS Office

Education

Bachelor's degree (preferred)

Tools

CRM software

Microsoft Office

Job description

Description

Consistently ranked as a Best Place to Work in New Jersey, Nisivoccia LLP, a well-established regional CPA and Wealth Management firm, is seeking a Wealth Management Assistant to support our growing team.

We are looking for a poised, polished, and experienced professional who excels in providing exceptional service in a fast-paced, client-focused environment. The ideal candidate will combine strong administrative expertise with a deep commitment to client care, attention to detail, and teamwork. This role requires excellent communication skills and the ability to manage multiple priorities with professionalism and discretion.

Key Responsibilities

• Coordinate client review meetings and appointments, including all pre- and post-meeting preparation and follow-up
• Collaborate with clients and advisors to complete custodian- and firm-specific paperwork for account openings and maintenance
• Handle client requests and account service inquiries with efficiency, accuracy, and care
• Manage and maintain the firm’s CRM database to ensure data integrity and timely follow-up
• Generate reports and deliverables for both client-facing and back-office needs (e.g., Letters of Instruction, plan designs, illustrations, action item summaries)
• Respond to client calls, emails, and correspondence promptly and professionally
• Learn and adapt to various technology platforms to support both client and operational workflows

Requirements

• Licenses Required: Series 7, 66, Life & Health
• 3-5 years proven experience providing administrative and client service support within a financial or wealth management environment
• Exceptional interpersonal and telephone communication skills
• High level of organization, accuracy, and time management in a deadline-driven environment
• Demonstrated ability to work both independently and collaboratively across departments
• Strong commitment to client confidentiality and professional integrity
• Proficient in Microsoft Office Suite; CRM experience strongly preferred
• Bachelor’s degree preferred

Why Join Nisivoccia's Wealth Management team

• Competitive salary
• Comprehensive benefits package including medical, dental, vision insurance, life & disability (short & long term)
• 401(k) plan with potential employer profit sharing contribution
• 18 days of PTO plus 8 holidays

Nisivoccia LLP is an Equal Opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.