Administrative Assistant / Client Service Associate

Position: Administrative Assistant / Client Services AssociateLocation: Greater BostonSalary: $60k - $75kSchedule: On-site 5/daysA growing wealth management firm is seeking a detail-oriented and client-focused Administrative Assistant / Client Services Associate to support advisors and help deliver a high-quality client experience. This position plays a key role in account administration, transaction processing, and maintaining accurate client data across multiple financial platforms.The ideal candidate is highly organized, process-oriented, and comfortable managing multiple priorities in a fast-paced environment.Key ResponsibilitiesAccount AdministrationPrepare and process new account openings including brokerage, advisory, retirement, and trust accountsEnsure all documentation, compliance requirements, and custodial paperwork are completed accuratelyCoordinate account transfers, beneficiary updates, and ongoing account maintenance requestsCash & Transaction ProcessingProcess client contributions, distributions, and money movement requestsTrack pending transactions and ensure timely completionMaintain accuracy across all custodial submissions and operational workflowsSystems & Data ManagementMaintain accurate client records and workflows within CRM systemsUpdate and reconcile client data within financial planning platformsNavigate custodial platforms to support account servicing and transaction executionMonitor task workflows and maintain documentation standardsClient Service SupportRespond to client service requests in a professional and timely mannerPrepare meeting materials and client paperwork for advisorsAssist with post-meeting follow-up and implementation itemsSupport advisors with day-to-day administrative and operational needsQualifications3+ years of experience within financial services, wealth management, or investment operations preferredExperience with CRM systems, custodial platforms, and financial planning software strongly preferredPrior experience supporting advisors or client service teams within an RIA or brokerage environment is a plusStrong organizational skills and attention to detailAbility to manage competing priorities effectivelyExcellent communication and client service skills