Administrative Assistant – Wealth Management

Location: Gladstone, NJ
Position: Full-Time (on-site)

Our client, a well-established and growing wealth management firm, is seeking an Administrative Assistant to join their team in Gladstone, New Jersey.

This is an opportunity for someone who enjoys building relationships, creating order from complexity, and ensuring clients receive outstanding service. The ideal candidate is organized, proactive, and takes pride in being the person who keeps everything running smoothly behind the scenes.

If you enjoy helping people, managing multiple priorities, and serving as a trusted resource for both clients and advisors, we'd love to hear from you.

What You'll Do
Deliver an Outstanding Client Experience

• Serve as a primary point of contact for clients and prospective clients
• Respond to inquiries promptly and professionally
• Schedule and coordinate client meetings
• Prepare meeting materials and client correspondence
• Ensure clients feel welcomed, valued, and supported throughout their relationship with the firm

• Manage advisor calendars and meeting logistics
• Coordinate client service requests and follow through to completion
• Assist with account maintenance and administrative workflows
• Track outstanding items and proactively follow up
• Help ensure advisors remain organized, prepared, and focused on serving clients

• Keep client records and documentation current
• Monitor workflow deadlines and priorities
• Assist with reporting, data entry, and operational projects
• Support process improvements that enhance efficiency and service quality
• Maintain a high level of professionalism and attention to detail

• Enjoys helping people and building relationships
• Creates structure and organization naturally
• Is dependable and follows through on commitments
• Communicates clearly and professionally
• Can manage multiple priorities without becoming overwhelmed
• Takes ownership of tasks and sees them through to completion
• Adapts well when priorities shift
• Enjoys working as part of a collaborative team
• Looks for solutions rather than waiting for direction

• 3+ years of experience in client service, administration, financial services, banking, insurance, professional services, or a related field
• Strong organizational and time-management skills
• Excellent written and verbal communication abilities
• Proficiency with Microsoft Office applications
• Experience using CRM systems or client management software is helpful
• Wealth management or financial services experience is preferred but not required.