Administrative Assistant - Wealth Management

Nisivoccia LLP • Mt. Arlington, NJ

1d

About The Position

Nisivoccia LLP, a regional CPA and Wealth Management firm, is seeking an experienced Wealth Management Assistant to support its growing team. The role provides administrative and client service support in a fast-paced, client-focused environment, with an emphasis on exceptional client care, attention to detail, teamwork, professionalism, and discretion. The position also requires adapting to technology platforms that support client and operational workflows.

Requirements

• Hold Series 7 and Series 66 licenses, as well as Life & Health licensing.
• Have 3–5 years of experience providing administrative and client service support in a financial or wealth management environment.
• Exceptional interpersonal and telephone communication skills.
• Strong organization, accuracy, and time-management skills in a deadline-driven environment.
• Ability to work independently and collaboratively across departments.
• Commitment to client confidentiality and professional integrity.
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Bachelor’s degree preferred.
• CRM experience strongly preferred.

Responsibilities

• Coordinate client review meetings and appointments, including preparation and follow-up before and after meetings.
• Work with clients and advisors to complete custodian- and firm-specific paperwork for account openings and maintenance.
• Handle client requests and account service inquiries accurately and efficiently.
• Maintain the firm’s CRM database, ensuring data integrity and timely follow-up.
• Generate client-facing and back-office reports and deliverables, such as Letters of Instruction, plan designs, illustrations, and action item summaries.
• Respond promptly and professionally to client calls, emails, and correspondence.
• Learn and adapt to technology platforms used for client and operational workflows.

Benefits

• Competitive salary.
• Comprehensive benefits package including medical, dental, vision, life, and short- and long-term disability insurance.
• 401(k) plan with potential employer profit-sharing contribution.
• 18 days of PTO plus 8 holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level