Front Desk Administrative Assistant

About the role

Are you organized, professional, and passionate about creating a welcoming experience for others? We are seeking a dependable and service-oriented Front Desk Administrative Assistant to join a friendly, fast-paced financial planning office in Voorhees, New Jersey.

In this role, you will be an important first point of contact for clients while providing administrative and operational support to the advisory team. Your work will help the office run smoothly and allow the financial advisors to focus on serving clients, strengthening relationships, and growing the practice.

Key Responsibilities

• Welcome clients and visitors and provide a warm, professional office experience.
• Assist with scheduling client appointments and preparing agendas, forms, and meeting materials.
• Prepare correspondence and documents for advisor review and signature.
• Track client and practice materials, including business correspondence and follow-up items.
• Support the team with day-to-day administrative and operational activities.
• Maintain organized client records and accurately document client communications.
• Assist with appointment reminders, client check-ins, and routine follow-up activities.
• Help coordinate office projects, client events, and other practice initiatives.
• Provide general office support, including filing, copying, and maintaining office materials.
• Perform additional allowable duties as assigned by the financial advisor.

What We Are Looking For

• Strong organizational skills with careful attention to detail.
• Professional, friendly, and clear written and verbal communication.
• A welcoming, client-focused approach and a polite phone manner.
• Ability to manage multiple priorities and follow through in a fast-paced environment.
• Strong time-management skills and confidence using computers and office systems.
• Ability to collaborate effectively with financial advisors and other team members.
• Willingness to follow established policies, procedures, and compliance requirements.
• A positive attitude, dependability, and a sincere desire to learn and grow.

Education and Experience

• High school diploma or equivalent required; additional education is welcomed.
• Previous administrative, front desk, customer service, or office support experience preferred.
• Experience in financial services or a professional office environment is helpful but not required.
• Base Pay Salary
• The salary will be $35,000 to $45,000 annually
• Full-Time/Part-Time
• Full time