Must have experience in Financial Services
A prestigious Hunterdon County boutique financial planning firm is seeking a full-time, on-site, experienced Executive Assistant and Client Relationship Manager. We take extreme pride in creating highly tailored and objective strategies that reflect the best interests of our clients to meet their current goals and future dreams. We are seeking the ideal candidate looking for the next step in their career. We are looking for the individual who will offer dedicated, high-level support to the President of the firm, with a natural passion for building strong personal relationships with our clients. This role requires high volume, direct client contact and requires the ability to deliver the world class service experience our clients expect. This role requires exacting standards, commitment to discretion and confidentiality, superior verbal and written communication skills, exceptional relationship skills and a positive attitude. Our small office is a close-knit, fast-paced, fun and family-oriented environment.
Key Responsibilities
Executive Administrative Support
Client Relationship Management
Operations Project Management
Role Responsibilities:
Manage client inquiries, onboarding and service requests
Responsible for administrative functions of investments, securities and insurance implementation
Management of Customer Relationship Management (CRM) software
Stay up to date with annual changes to IRS retirement limits, tax rules and similar regulations
Coordinate and develop relationships with branch office, broker dealer, investment vendors and insurance brokerage partners
Prepare and organize materials for client meetings, board presentations, quarterly reporting and internal strategy sessions
Draft, edit, and proofread confidential documents, reports, and client communications
Serve as a primary liaison between the President and clients, vendors, and business partners
Maintain client records, track key follow-ups, and assist with onboarding high-net-worth clients
Support the execution of client events, webinars, and networking engagements
Assist in managing firm-wide initiatives, special projects, and strategic priorities
Ensure compliance with industry regulations by supporting document management, audit records and reporting processes
Collaborate with marketing and business development teams on firm branding and outreach
Some office management, mail distribution, delivery coordination and vendor communications
Required Skills:
Minimum 5+ years of client relationship experience
Strong knowledge of Financial Services, Insurance and Broker/Dealer Industry
Ability to quickly comprehend the needs of our high-net-worth clients
Proactive mindset with the ability to think strategically and provide solutions
Deliver unparalleled value, outstanding service and provide superior client experience with
absolute discretion and professionalism
Excellent organizational, team building and time management skills
Capability to delegate and work as an integral partner within a team (and have fun doing so)
Demonstrate initiative, problem solve and maintain ownership throughout projects
Aptitude to research assignments independently
Experience handling sensitive information with the utmost discretion
Preferred Qualifications:
Bachelor's degree preferred
Technical Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), CRM systems, and financial planning (eMoney) software experience is a plus
Series 7 and 66 licenses or Insurance Registrations a plus
We offer:
Competitive benefits and compensation package
Opportunity for professional growth in a supportive and collaborative environment
Commitment to professional development (e.g. licensing, registration or designations)
Please apply with a brief cover letter and your resume outlining your qualifications and interest in the role.
Office relocating from Hunterdon County to Branchburg mid-2025