Administrative Assistant/Client Service Associate

Job Description

Align Financial is an innovative and client-centric firm that specializes in financial planning and investment management with an emphasis on serving women and tech/pharma professionals. Please visit our website, , to learn more about our firm. Align Financial is currently seeking an Administrative Assistant/Client Service Associate to join our team in Hoboken, New Jersey. This position may also be offered as a virtual role for the right candidate with a proven background in remote work and strong organizational skills.

The Administrative Assistant/Client Service Manager is responsible for handling day-to-day office workflow as well as ongoing client communication and relationship management. For the right individual, this role provides the opportunity for meaningful growth and flexibility. A financial services background is not required, but the ideal candidate will demonstrate a commitment to learning the details of our business and have a focus on creating an incredible client experience.

In this role, you will be responsible for:

• Proactively and reactively interfacing with clients via phone and email and in person
• Delivering a high-quality and consistent client experience while proactively identifying areas for improvement
• Acting as the first line of defense for inbound phone calls and office traffic, screening when necessary
• Processing and tracking client paperwork and serving as a point-person on back-office operational and trading systems
• Scheduling and confirming appointments and maintaining the lead advisor's calendar
• Supporting the overall business with special projects and tasks as necessary

This role requires:

• At least 2 years of experience in a professional role with preference given to candidates with administrative assistant and/or client service backgrounds
• A professional demeanor and advanced communication skills, including strong phone and email etiquette
• Insistent attention to detail and a commitment to superior work product
• Self-directed time management and multi-tasking capabilities and outstanding organizational skills
• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
• Poise and maturity, especially in stressful situations
• Familiarity with or willingness to learn industry-related computer programs and proprietary back-office systems
• The ability to work independently
• A college degree or equivalent work experience

Advantages:

• Acumen to work and problem-solve independently
• High level of position ownership
• Dedication to self-improvement and ongoing skill development
• Technologically savvy
• A positive attitude and energetic presence
• Previous financial services experience
• Series 7 licensed

What you can expect:

Align Financial Solutions isn't a typical financial services office. We're building a team culture grounded in mutual support, excellence, and both personal and professional growth. For the right person, this is an exceptional opportunity to grow with the firm.

• Client-first, heart-led: We truly care about our clients—and they'll feel the same about you.
• Flexible, results-driven: As long as the work gets done with excellence, we offer flexibility in how and when it's accomplished.
• High standards: We're a small business with specialized virtual support, so we hire the best of the best—people who are proactive, thoughtful, and intentional.
• Long-term growth: This is a role with real career runway and the chance to shape how the firm scales.

If you're looking for a long-term position with meaningful growth potential, please email with your résumé and a brief note on why you'd be the best addition to our team.

Job Types: Part-time, Temp-to-hire

Base Pay: $ $27.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Professional development assistance

Experience:

• Office management: 2 years (Preferred)

Work Location: Remote