Job Description

Administrative Assistant

Independent Wealth Management Firm

King of Prussia, PA

Overview

Boutique financial services firm seeks an Administrative Assistant and Client Experience Specialist to support its growing team and help create a seamless, high-touch client experience.

Highlights

• Be a key player in delivering exceptional client experience at a firm deeply committed to its clients
• Gain exposure to financial services while supporting advisors and building meaningful client relationships
• Take ownership of scheduling, event coordination, and communications in a fast-paced office setting
• Join a supportive, team-oriented environment with opportunities for growth
• Competitive compensation and benefits in a collaborative, mission-driven workplace

Requirements

• 2+ years of relevant experience in administrative support, client service, or office management
• Strong multitasking, communication, and organizational skills
• Proficiency with CRM systems (Redtail preferred), Microsoft Office Suite, and scheduling software
• Positive, proactive attitude with exceptional attention to detail

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