Location: Toms River, NJ & Red Bank, NJ Employment Type: Full-Time
Compensation: Competitive salary based on experience, plus growth opportunities
Join a Growing Financial Services Team!
We are seeking a highly organized, detail-oriented Financial Advisor Assistant / Client Service Associate to support our financial advisory team. This position is ideal for someone who enjoys working with clients, managing multiple priorities, and maintaining accurate records. Individuals interested in pursuing a future career as a Financial Advisor are strongly encouraged to apply.
This role requires working three days per week in our Toms River office and two days per week traveling to alternate office locations which rotate between: Red Bank, Princeton, Short Hills.
Primary Responsibilities
- Coordinate and manage advisor calendars, appointments, and meetings
- Prepare meeting materials and client paperwork
- Organize and maintain client files and records
- Enter, update, and verify client information in CRM and office systems
- Process and track client service requests
- Review and organize client account statements and financial documents
- Take detailed notes during client and internal meetings
- Follow up on outstanding tasks and action items
- Coordinate communications with clients, custodians, and financial companies Assist with client onboarding and account paperwork
- Ensure records and documentation are accurate, complete, and compliant
- Support general office administration and special projects
Qualifications Required
- Exceptional organizational and time-management skills
- Strong attention to detail and accuracy
- Professional verbal and written communication skills
- Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)
- Strong computer and data-entry skills
- Ability to handle confidential client information with discretion
- Ability to prioritize multiple tasks in a fast-paced environment
- Reliable transportation and willingness to travel between office locations
Preferred
- Experience in financial services, banking, insurance, or administrative support
- Experience using CRM systems (Redtail, Leadcenter, or similar)
- Experience scheduling appointments and managing executive calendars
- Interest in becoming a Financial Advisor or pursuing securities/insurance licensing
What We're Looking For
The ideal candidate is:
- Extremely organized and dependable
- Comfortable learning new technology and software
- Client-focused and service-oriented
- Resourceful and proactive
- Professional in appearance and demeanor
- Able to work independently and as part of a team
Background & Compliance Requirements
Due to the nature of our business and regulatory requirements:
- Background check required
- Employment eligibility verification required
- References required
- Ability to maintain confidentiality of client financial information
Benefits
- Professional development opportunities
- Career advancement path into financial advising
- Company will pay for Licensing Training Series 65 / Insurance and Annuities for qualified candidates
- Supportive team environment
How to Apply Please submit:
- Resume
- Brief cover letter explaining your interest in the position
- Salary requirements (optional)
Equal Opportunity Employer
We value professionalism, integrity, and client service. If you are organized, technology savvy, and interested in building a long-term career in financial services, we'd like to hear from you.
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Toms River, NJ 08753
