Administrative Assistant / Client Service Associate
About Point Wealth Management:
At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve their clients, their families and their communities in powerful ways."
We are an experienced Wealth Management team serving high net worth individuals, business owners, and families. Our clients value our relationship-oriented approach that enables them to make educated decisions with efficiency and confidence. Our office is in Melville, NY.
Role Overview:
We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. This role is crucial in supporting our advisors and ensuring smooth operations for our clients.
At Point Wealth Management, we believe in nurturing talent and providing opportunities for growth. As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potentially advance your career within our supportive team environment. We utilize modern financial technology and encourage innovation in our processes. You'll have the opportunity to interact with high-net-worth clients, contribute to our client education initiatives, and play a crucial role in delivering exceptional client experiences.
Key Responsibilities:
- Manage calendars for multiple advisors, proactively scheduling and confirming client meetings/calls.
- Answer inbound calls professionally, directing them to appropriate team members as needed.
- Provide excellent service to existing clients, including handling changes of beneficiaries, payments, policy changes, and information requests.
- Maintain the client data management system with accuracy and attention to detail.
- Monitor and order office supplies, including marketing materials.
- Coordinate and implement key client engagement activities, including client gifts and mailings.
- Assist in preparing materials for client meetings and presentations.
- Support the team in organizing and executing client educational events or seminars.
- Contribute to process improvement initiatives within the team.
- Assist with basic financial research tasks to support advisors.
- Participate in ad-hoc projects, committees, and/or group events as needed.
Qualifications and Skills:
- Bachelor's Degree (New graduates with relevant internship experience are encouraged to apply)
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Excellent verbal and written communication skills
- Strong organizational and interpersonal skills
- Detail-oriented with a focus on client service
- Ability to work independently and collaboratively in a team environment
- Capacity to prioritize tasks and work efficiently in a deadline-oriented environment
- Passion for building a meaningful career in the financial services industry
- Commitment to excellence and a high level of integrity
What We Offer:
- Full-time, in-office position (9:00 am - 5:00 pm, Monday-Friday)
- Competitive base salary
- Performance-based bonus (eligible after 3 months)
- 401(k) with company match
- Comprehensive health, dental, and vision insurance
- Group long-term disability insurance
- Paid time off
- Professional development opportunities and significant potential for growth
- Mentorship programs and support for obtaining industry certifications (e.g., Series 7, 63)
- Exposure to various aspects of the financial services industry
- Collaborative team environment with regular team-building activities
- Work-life balance and a culture that values your ideas and contributions
How to Apply:
Please visit our website ( ) to learn more about our team. Qualified candidates should submit their resume and a brief cover letter explaining why they're excited about this opportunity.
Join us in our mission to provide outstanding wealth management services while growing professionally in a dynamic and rewarding environment. Point Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.