# Administrative Assistant / Client Service Associate

**Company:** [Cooperidge Consulting Firm](http://jobs.workable.com/companies/48FHwCfzMs3AWpzdh4hpdi.md)
**Location:** Cherry Hill Township, United States
**Workplace:** on site
**Employment type:** Full-time
**Department:** Sales & Finance Professionals

[Apply for this job](http://jobs.workable.com/view/d9a4a9d7-6637-4535-a447-69d1d2482de5)

## Description

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.  
  
Job Responsibilities

-   **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