Wealth Management Front Desk & Client Services Associate

Right Executive Search, LLC; Florida; On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

10 days paid time off

Professional office setting

Job summary

Right Executive Search, LLC in Port Orange, FL seeks a polished Front Office/Administrative Specialist to greet clients and manage back-office tasks in a fast-paced wealth management practice. This role serves as the first and last impression for clients, coordinating paperwork and supporting Wealth Advisors.

You will handle calls, mail, client correspondence, calendar management, and website/social media updates, with a strong emphasis on accuracy, customer service, and timely processing.

Qualifications

• Wealth management experience (1+ year).
• Strong client service orientation and attention to detail.
• Excellent organizational and time-management skills.
• Ability to handle multiple tasks within tight time frames.
• Strong verbal and written communication skills.

Responsibilities

• Greet clients and prospects as the first and last point of contact in the office.
• Handle incoming calls, sort and distribute mail, and send periodic client correspondence.
• Coordinate and process client paperwork in a timely, accurate, and professional manner.
• Process new contributions and redemptions.
• Manage calendars for the Wealth Advisors and others in the office.
• Coordinate compliance files for the office.
• Order office supplies and coordinate outside vendors.
• Develop and maintain written systems for all office activities.
• Manage the firm website and maintain its social media presence.

Skills

Client service orientation

Detail orientation

Organization

Time management

Communication skills

Multitasking

Tools

Microsoft Office Suite

CRM experience

Job description

Right Executive Search, LLC in Port Orange, FL seeks a polished Front Office/Administrative Specialist to greet clients and manage back-office tasks in a fast-paced wealth management practice. This role serves as the first and last impression for clients, coordinating paperwork and supporting Wealth Advisors.

You will handle calls, mail, client correspondence, calendar management, and website/social media updates, with a strong emphasis on accuracy, customer service, and timely processing.