Administrative Assistant / Client Service Associate

Cooperidge Consulting Firm is seeking a Client Service Associate / Administrative Assistant for a top Boutique Financial Advisory Practice in Cherry Hill, NJ.

With over 30 years of excellence in retirement and estate planning, our client is looking for a senior administrative professional to serve as the operational backbone of the firm. Supporting a senior executive, this role acts as the primary point of contact for high-net-worth clients and external partners. The ideal candidate is a proactive, solution-oriented "right hand" who can manage complex logistics, improve practice workflows, and maintain the highest standards of discretion and professionalism.

• Executive Support: Manage the senior executive’s complex calendar; prioritize, schedule, and coordinate high-stakes meetings with clients and internal teams.
• Client Relations: Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up.
• Meeting Management: Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting.
• Project Tracking: Monitor deadlines and deliverables; ensure tasks across the practice are assigned and completed accurately and on schedule.
• Operational Excellence: Identify opportunities to enhance office workflows and client service processes; maintain a professional office environment consistent with firm standards.
• Compliance & Discretion: Handle sensitive firm, personal, and client information with absolute discretion and an awareness of industry regulatory requirements.

Requirements

Education

• Bachelor’s degree in Business, Communications, Finance, or a related field is preferred.

Experience

• Minimum of five (5) to seven (7) or more years of experience as a Client Service Associate or senior administrative professional.
• Prior experience in Wealth Management (RIA, broker-dealer, bank, or family office) is REQUIRED.
• Proven experience interacting with high-net-worth clients and external professionals (CPAs, Estate Attorneys).

Skills

• Technical: Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Zoom/Teams, and industry CRM systems.
• Organization: Exceptional time-management and prioritization skills; ability to manage competing priorities with extreme attention to detail.
• Communication: Superior written and verbal communication skills; ability to transcribe notes and prepare professional client materials.
• Mindset: Proactive and solution-oriented; ability to operate with a high degree of independence in a fast-paced environment.

Benefits

• Comprehensive health, vision, and dental insurance plans
• Life insurance coverage
• 401(k) retirement plan with company matching contributions
• Paid time off including vacation, sick leave, and holidays
• Opportunities for career growth and advancement