Client Service & Administrative Assistant

We are an established, growing financial advisory practice seeking a friendly, organized, and dependable Client Service & Administrative Assistant to join our team.

This position is ideal for someone who enjoys working with people, takes pride in providing exceptional service, and appreciates a professional, relationship-focused environment.

The role will initially focus on receptionist duties, client hospitality, and administrative support, with the opportunity to develop additional skills and take on greater client service responsibilities over time.

Key Responsibilities

• Answer incoming phone calls, assist with inquiries, and direct calls appropriately.
• Greet clients and visitors, providing a warm and professional experience.
• Schedule appointments, coordinate calendars, and prepare for client meetings.
• Prepare, organize, and process paperwork and client documentation.
• Maintain accurate client records and electronic files.
• Assist with correspondence, mailings, and general office administration.
• Track outstanding paperwork and follow up as needed.
• Support financial advisors with daily administrative and operational tasks.
• Help maintain an organized, welcoming, and efficient office environment.

Opportunities for Growth

As experience and knowledge develop, responsibilities may expand to include:

• Preparing new account applications and account maintenance paperwork.
• Assisting with account transfers and other financial transactions.
• Coordinating with financial institutions regarding account-related requests.
• Managing client service requests and follow-up communications.
• Taking on additional operational responsibilities within the practice.

Qualifications & Desired Skills

• Previous administrative, receptionist, or office experience preferred.
• Financial services, banking, or insurance experience is a plus, but not required.
• Excellent communication and interpersonal skills.
• Strong organizational abilities and attention to detail.
• Friendly, professional demeanor and a genuine interest in helping others.
• Comfortable using Microsoft Office and learning new technology.
• Ability to prioritize tasks, work independently, and follow through on responsibilities.
• Dependable, proactive, and able to maintain confidentiality.

We value a positive attitude, strong work ethic, and willingness to learn. The right personality and commitment to client service are just as important as previous experience.

Pay: $50,600.00 - $61,100.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Administrative: 3 years (Preferred)

Ability to Commute:

• Des Peres, MO 63131 (Preferred)

Work Location: In person