Administrative Assistant

1 week ago

Mt Arlington, NJ, United States Nisivoccia Full time

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 Licensed Senior 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
  • 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


Salary Description

$70,000 - $85,000 commensurate with experience

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