Financial Administrative Assistant

Posted 3 days ago

hein wealth tax solutionsJupiter (FL)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Mid

Apply

About the role

At Hein Wealth & Tax Solutions, you'll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you'll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you're detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.

Responsibilities:

Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
Complete paperwork to fund Alternative Investments and Annuities
Maintain and update information in the CRM System
Handle requests for transfers of funds in and out of accounts
Front desk meets and greets clients
Answer basic client questions (not including financial/investment advice)
Research products and product pricing, and contact carriers for information
Set up and retrieve reports in the portfolio management system
Help manage social media and marketing campaigns
Assist the Client Service Administrator in day-to-day duties
Other responsibilities as assigned by the lead advisor Qualifications:
Positive attitude, customer-oriented
Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
Ability to learn a new Client Service Online Platform
Proficient with Windows-based software, including MS Word, Excel, and Adobe
Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
Ability to ask questions when not sure of something
Brokerage Experience preferred
High School Degree required
Associate's degree or higher preferred
Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
Complete paperwork to fund Alternative Investments and Annuities
Maintain and update information in the CRM System
Handle requests for transfers of funds in and out of accounts
Front desk meets and greets clients
Answer basic client questions (not including financial/investment advice)
Research products and product pricing, and contact carriers for information
Set up and retrieve reports in the portfolio management system
Help manage social media and marketing campaigns
Assist the Client Service Administrator in day-to-day duties
Other responsibilities as assigned by the lead advisor

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.