Executive Assistant / Client Service Administrator

Lift Business Resources•Reston, VA

13d•Onsite

About The Position

Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire an Executive Assistant / Client Service Administrator. This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team. Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges. Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success. The Executive Assistant / Client Service Administrator is a key member of the team responsible for supporting advisors, coordinating client service activities, and helping deliver an exceptional client experience. This role is ideal for a proactive, organized professional who enjoys taking ownership of their work, managing multiple priorities, and supporting both clients and advisors in a fast-paced environment. The successful candidate will be detail-oriented, dependable, and committed to providing outstanding service while contributing to the overall success of the team.

Requirements

Bachelor's degree required
3+ years of experience as an Executive Assistant, Administrative Assistant, Client Service Administrator, or similar administrative support role within a professional services, financial services, or office-based business environment
Strong organizational, prioritization, and time management skills
Excellent verbal and written communication skills
High attention to detail and commitment to accuracy
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Ability to work independently, manage competing priorities, and follow through on tasks with minimal supervision
Demonstrated professionalism, sound judgment, and discretion when handling confidential and sensitive information
Ability to maintain strict confidentiality and safeguard sensitive client, financial, and personal information
Demonstrated ability to provide exceptional administrative support while delivering a high-quality client experience

Nice To Haves

Experience within a financial planning, wealth management, banking, accounting, legal, or other professional services environment
Experience supporting multiple professionals in a client-facing office
Familiarity with CRM systems and client management software
SIE, Series 7, or Series 66 licenses preferred but not required

Responsibilities

Manage and maintain organized physical and electronic client files with accuracy and attention to detail
Prepare, review, and distribute client reports, performance documents, and other client-facing materials
Facilitate client communications to gather, update, and provide information in a professional and timely manner
Schedule and coordinate meetings, appointments, and calendars for advisors and clients
Serve as a primary point of contact for client service inquiries and help ensure timely resolution
Provide proactive administrative support to advisors and the broader team
Maintain accurate and up-to-date client records and account information
Track tasks, follow up on outstanding items, and ensure deadlines and priorities are met
Identify opportunities to improve administrative processes and operational efficiency
Stay current on relevant technology platforms and internal systems
Collaborate with fellow Client Service Administrators and CERTIFIED FINANCIAL PLANNER™ professionals to support client needs