Administrative Assistant

Gem Harvest Executive Recruiting provided pay range

This range is provided by Gem Harvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$50,000.00/yr - $70,000.00/yr

Annual Bonus

Direct message the job poster from Gem Harvest Executive Recruiting

Boutique Financial Services firm seeks an Administrative Assistant / Operations Associate to support day-to-day operations and serve as a key point of contact for clients.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

• Play a central role in client success, ensuring clients feel valued and supported at every step
• Serve as the firm’s first impression by greeting clients, handling incoming calls, and coordinating schedules
• Support client onboarding, account maintenance, and money movement requests with precision and care
• Work closely with advisors and custodians (e.g., Schwab/Fidelity) using tools such as Salesforce and Microsoft Office
• Contribute to a dynamic, high-integrity team with a focus on professionalism, warmth, and attention to detail
• Competitive compensation package ($50,000 – $70,000 base plus bonuses up to $5,000, and excellent benefits)

• Bachelor's Degree
• 2+ years of relevant experience in client service or office administration
• Strong organizational and communication skills with a client-first mindset
• Tech-savvy, with familiarity with CRM systems and Microsoft Office Suite
• Positive, proactive attitude with excellent attention to detail

• Associate

• Full-time

• Administrative and Other

• Financial Services and Investment Management