Client Service Administrative Assistant

We are looking for someone who will provide a welcoming experience for clients and visitors while supporting Planning Teams with administrative, client service and office operations activities. This role helps ensure the office runs efficiently while delivering a high level of service to both internal and external clients.

- Serve as the first point of contact for all visitors, providing professional and welcoming office experience

- Support Planning teams with administrative and client service needs, including preparing and processing client paperwork and checks

- Track and follow up on submitted paperwork and checks to help ensure timely account opening and funding

- Prepare, distribute and manage incoming and outgoing mail, packages, parking validations, marketing materials and other office-related items

- Assist with scanning, mailing, filing and other client and prospect correspondence

- Provide back-up administrative support to the Planning teams, including answering and routing incoming calls and taking messages

- Coordinate office supply orders and serve as a liaison with Facilities and other office support vendors

- Maintain the appearance and organization of reception area, conference rooms, and shared office spaces

- Deliver exceptional client service while helping maintain a positive client experience

- Support office events, projects, and other business activities as needed

- 1-2 years of client service, administrative support or related experience

- Bachelor's degree: business or financial field preferred

- Strong client service, interpersonal, verbal and written communication skills

- High attention to detail and ability to produce accurate work

- Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines

- Comfortable working in a fast-paced environment and adapting to changing priorities

- Ability to handle sensitive and confidential information with discretion

- Proficiency with Microsoft Office and other business technology tools

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.

Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

$45,000 - $60,000 USD

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com .