Client Services Administrative Assistant | Director of First Impressions

Client Services Administrative Assistant | Director of First Impressions Full-Time | Westbury, NY Youve Built a Career Taking Care of Clients. Were a Firm That Will Value What You Bring. You know financial services. You have at least 5 years of experience working in an investment and insurance firm supporting advisors and their clients. You understand the details behind opening an account, processing a transfer, submitting an insurance application, following an underwriting case, and making sure a client request actually gets completed. But you also understand something that cant be taught from a procedure manual: How you make clients feel matters just as much as getting the paperwork right. Florio Wealth Management Group is looking for anexperiencedClient Services Administrative Assistant to join our team in Westbury. Were looking for someone who combines attention to detail with genuine care for peoplesomeone who enjoys being the person clients and colleagues know they can count on. If youre organized, thoughtful, dependable, and experienced in financial services, this may be the opportunity youve been looking for. Theres More to Client Service Than Processing Paperwork Behind every application, account transfer, beneficiary change, or retirement distribution is a person. Sometimes theyre excited. Sometimes theyre confused. Sometimes theyre dealing with an important life transition and simply want to know someone is paying attention. Thats where you come in. Youll help make complicated financial processes feel organized, understandable, and well managed. Youll remember the details. Youll follow through. Youll communicate. And youll help create the kind of experience that makes clients feel: Im in good hands. Thats what great client service looks like to us. What Youll DoTake Care of Clients Youll be an important point of contact for clients throughout their relationship with our firm. Youll: Welcome and onboard new clients Communicate with clients by phone and email Coordinate meetings and provide timely updates Help clients complete administrative requests Process deposits, withdrawals, RMDs, beneficiary changes, contributions, and other transactions Make sure requests dont disappear into a system without follow-through Youll often be the person making sure the little things get handled correctly. And in wealth management, the little things arent little. Keep Important Details Moving Youll also be responsible for much of the behind-the-scenes work that allows our advisors to focus on helping clients. That includes: Processing investment and insurance applications Coordinating life, disability, long-term care, and group health insurance underwriting Completing EFTs, wires, check deposits, fund transfers, and account maintenance Maintaining accurate client information and digital records Tracking fees and commissions Working within Advisors Assistant CRM, ReadyDoc, and related systems Supporting licensing renewals and compliance responsibilities Accuracy matters. Follow-through matters. And being able to confidently sayIve got it and mean itmatters. Help Us Create an Exceptional Client Experience Were not looking for someone who simply completes a list of tasks every day. Were looking for someone who notices things. Someone who thinks ahead. Someone who understands that a client shouldnt have to call three times to get an answer. Someone who enjoys creating order and making life easier for the people around them. Youll also help with: Office and supply coordination Vendor communication IT, compliance, and building-management coordination Firm seminars and client events Registration and attendee follow-up General administrative support that keeps our team running smoothly You wont be doing it alone. Youll be part of a team that works together to take care of our clients and each other. Who Were Looking For You may be a great fit if youre the person people have always described as: Dependable. Organized. Thoughtful. Thorough. Professional. You take pride in your work without needing recognition for every little thing. You enjoy helping people. Youre comfortable taking responsibility. And when you tell someone youll take care of something, they dont have to wonder whether it will actually happen. Were looking for someone with: 5+ years of financial-services experience Experience processing investment and insurance new business Strong client-service experience Excellent organizational and time-management skills Exceptional attention to detail Warm, professional written and verbal communication The ability to manage multiple priorities independently Experience with Advisors Assistant or a similar CRM Proficiency with Microsoft Office, Adobe, and standard business technology Experience within an RIA, broker-dealer, insurance agency, or wealth-management firm is especially valuable. Familiarity with mutual funds, 529 plans, annuities, and turnkey asset management programs is also preferred. A bachelors degree is preferred, but we recognize thatmeaningful industry experience matters too. Build Your Career on Long Island Our office is inWestbury, NY, and were especially interested in experienced financial-services professionals who live on Long Island. Maybe youve already done the Manhattan commute. Maybe youre doing it now. And maybe youve reached a point where youd rather spend those hours with your family, your friends, pursuing your interestsor simply enjoying your life. You shouldnt necessarily have to choose between a meaningful career and having more time for everything outside of it. This is ain office position. You can continue building your career in financial services without building your life around a commute into New York City. What Youll Find Here Were a Long Island wealth-management firm serving individuals, families, and small businesses. We believe great financial advice starts with understanding people. And we believe great workplaces should operate the same way. We offer: Competitive compensation Performance-based bonus opportunities Health Insurance Subsidy Paid vacation and sick time 3% retirement plan match Flexible scheduling Discretionary paid time off But benefits are only part of the equation. Were looking to create an environment where good people can do excellent work, build meaningful client relationships, and have a life outside the office. Maybe Youre Not Looking for More. Maybe Youre Looking for Better. A better commute. A better balance. A team where people know your name. Clients you can actually build relationships with. Work where your attention to detail and ability to care for people are genuinely valuable. And a firm where the experience youve spent years building can make a difference. If youre an experienced financial-services professional on Long Island and that sounds like the next chapter youre looking for, wed love to hear from you.