Administrative Assistant/Client Service Associate

Remote

$22.00 – $27.00 Per Hour (Employer provided)

Job Description

Align Financial is an innovative and client-centric firm that specializes in financial planning and investment management with an emphasis on serving women and tech/pharma professionals. Please visit our website, www.alignfinancialsolutions.com, to learn more about our firm. Align Financial is currently seeking an Administrative Assistant/Client Service Associate to join our team in Hoboken, New Jersey. This position may also be offered as a virtual role for the right candidate with a proven background in remote work and strong organizational skills.

The Administrative Assistant/Client Service Manager is responsible for handling day-to-day office workflow as well as ongoing client communication and relationship management. For the right individual, this role provides the opportunity for meaningful growth and flexibility. A financial services background is not required, but the ideal candidate will demonstrate a commitment to learning the details of our business and have a focus on creating an incredible client experience.

Responsibilities:

• Proactively and reactively interfacing with clients via phone and email and in person
• Delivering a high-quality and consistent client experience while proactively identifying areas for improvement
• Acting as the first line of defense for inbound phone calls and office traffic, screening when necessary
• Processing and tracking client paperwork and serving as a point-person on back-office operational and trading systems
• Scheduling and confirming appointments and maintaining the lead advisor’s calendar
• Supporting the overall business with special projects and tasks as necessary

Qualifications/Requirements:

• At least 2 years of experience in a professional role with preference given to candidates with administrative assistant and/or client service backgrounds
• A professional demeanor and advanced communication skills, including strong phone and email etiquette
• Insistent attention to detail and a commitment to superior work product
• Self-directed time management and multi-tasking capabilities and outstanding organizational skills
• Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
• Poise and maturity, especially in stressful situations
• Familiarity with or willingness to learn industry-related computer programs and proprietary back-office systems
• The ability to work independently
• A college degree or equivalent work experience

Advantages:

• Acumen to work and problem-solve independently
• High level of position ownership
• Dedication to self-improvement and ongoing skill development
• Technologically savvy
• A positive attitude and energetic presence
• Previous financial services experience
• Series 7 licensed

What you can expect:

Align Financial Solutions isn’t a typical financial services office. We’re building a team culture grounded in mutual support, excellence, and both personal and professional growth. For the right person, this is an exceptional opportunity to grow with the firm.

• Client-first, heart-led: We truly care about our clients—and they’ll feel the same about you.
• Flexible, results-driven: As long as the work gets done with excellence, we offer flexibility in how and when it’s accomplished.
• High standards: We’re a small business with specialized virtual support, so we hire the best of the best—people who are proactive, thoughtful, and intentional.
• Long-term growth: This is a role with real career runway and the chance to shape how the firm scales.

Job Types: Part-time, Temp-to-hire

Base Pay: $22.00 – $27.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Professional development assistance

Experience:

• Office management: 2 years (Preferred)

Work Location: Remote

Method Of Application

Qualified and interested applicant should click the APPLY HERE LINK below to start filling out the application form and submit it before the deadline.

APPLY HERE

Deadline: Not Disclosed

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