Client Service Administrative Liaison

3 days ago


Richmond, Virginia, United States Heritage Wealth Advisors, LLC Full time
Job Overview
Heritage Wealth Advisors, LLC is seeking a highly organized and detail-oriented Client Service Administrative Associate to provide administrative support to our Wealth Advisors. As a key member of our team, you will play a crucial role in enhancing the client experience through exceptional service and support.

Key Responsibilities:
  • Provide high-quality administrative support to Wealth Advisors, including answering client inquiries, preparing meeting materials, and maintaining accurate records.
  • Schedule meetings and events, and assist with preparation and follow-up tasks.
  • Collaborate with cross-functional teams to implement new processes and best practices.

Requirements:
  • 1-3 years of administrative experience in a finance industry setting.
  • Detailed-oriented with a high level of accuracy and organization.
  • Ability to prioritize work, meet deadlines, and work under pressure in a dynamic environment.

Compensation: $55,000 - $65,000 per year based on experience.

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