The Client Administrative Assistant job in the USA is a promising opportunity for professionals seeking a remote, full-time role in financial planning services. Promoted by Orchestrate Consulting, this position offers competitive pay, excellent benefits, and a supportive work environment. With responsibilities ranging from client scheduling to data management, this role is ideal for detail-oriented individuals who thrive in collaborative settings.
Why Consider This Client Administrative Assistant Job
- Salary Range: $65,000–$75,000 annually, commensurate with experience.
- Benefits: Company-paid health insurance, 401(k) with safe harbor contribution.
- Generous PTO: 18 annual holidays plus half-day Fridays during summer.
- Flexibility: Remote-friendly with hybrid options after training.
- Work Environment: Supportive, collaborative, and no business development responsibilities.
Job Responsibilities
As a Client Administrative Assistant, you’ll play a vital role in supporting advisors and ensuring smooth client interactions.
- Scheduling: Organize client meetings, including Zoom/Teams links and reminders.
- Data Management: Update client/prospect information across systems and clean up records.
- Event Coordination: Assist with firm mailings and event logistics.
- Prospect Tracking: Monitor firm prospects and update advisor meeting notes.
- Task Assignment: Review and finalize client meeting notes, assigning tasks as needed.
Required Qualifications
- Minimum 1 year of experience in a professional office administrative role.
- Strong written and verbal communication skills.
- Warm, client-focused communication style.
- Tech-savvy with quick learning ability.
- Highly organized and detail-oriented.
- Strong problem-solving skills.
Preferred Qualifications
- Experience in financial services environments.
- Familiarity with scheduling software and CRM systems.
Comparison Table: Required vs Preferred Qualifications
| Qualification Type | Examples | Benefit |
|---|---|---|
| Required | 1+ year admin experience, communication skills, organization | Ensures baseline competence |
| Preferred | Financial services experience, CRM familiarity | Adds industry-specific expertise |
Why This Role Stands Out
- Competitive Pay: $65K–$75K annually.
- Work-Life Balance: Generous PTO and summer half-days.
- Career Growth: Exposure to financial planning services without sales pressure.
- Hybrid Flexibility: Remote work with office training support.
- Inclusive Culture: Equal-opportunity employment with candidate privacy prioritized.
Conclusion
The Client Administrative Assistant job in the USA offers a rare combination of competitive salary, remote flexibility, and a supportive environment in financial planning services. With responsibilities that balance client support, data management, and event coordination, this role is perfect for professionals seeking stability and growth.
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