Cary Stamp & Co, Principled Wealth Advisors is hiring: Administrative Assistant

Company Description

Cary Stamp & Co., Principled Wealth Advisors, is dedicated to helping clients achieve true wealth in every phase of their lives through sophisticated wealth management and financial planning solutions. Our advisory team provides comprehensive, holistic plans often in collaboration with clients' attorneys and accountants. We address clients' needs, investment objectives, risk tolerance, and time horizon. Securities and advisory services are offered through Commonwealth Financial Network. Our office is located in Jupiter, FL.

Role Description

The Administrative Assistant is a critical member of our team, providing full-spectrum support for both advisors and clients. This is a full-time, on-site role that handles the A-to-Z process for client paperwork and service, from onboarding and meeting preparation to follow-up and ongoing communication. The ideal candidate is detail-oriented, proactive, and committed to delivering a seamless client experience in a fast-paced financial services environment.

Key Responsibilities

Advisor & Client Service

• Provide direct administrative support to one or more financial advisors.
• Serve as a primary point of contact for clients regarding service-related inquiries and scheduling.
• Ensure all client interactions reflect the firm's professionalism and service standards.

A–Z Management of Client Work

• Manage the complete lifecycle of client service tasks: initiate, track, and follow through to completion.
• Coordinate with custodians and back-office support for transfers, rollovers, and account servicing.

New Account Paperwork & Processing

• Prepare all new account paperwork accurately and in a timely manner.
• Follow up on outstanding paperwork, signatures, and custodian requirements.
• Ensure all documents are filed and archived in accordance with compliance standards.

Client Meeting Preparation & Support

• Prepare meeting agendas, performance reports, applications, and relevant documents.
• Organize and stage client meeting spaces (in-person or virtual).
• Follow up post-meeting with summaries, action items, and document processing.

Client Communication

• Draft and send client correspondence, including service letters, appointment confirmations, and thank-you notes.
• Help manage the advisor's calendar to ensure timely follow-ups and check-ins.
• Update CRM systems with notes, documents, and status changes after client interactions.

Required Knowledge / Skills / Competencies

• Experience:
  2+ years in administrative support; financial services experience highly preferred.
• Education:
  High school diploma required; college degree or relevant certifications a plus.
• Tech Proficiency:
  CRM systems (e.g., Redtail, Salesforce), Microsoft Office Suite (Word, Excel, Outlook); experience or comfort with AI tools is a plus.
• Detail-Oriented:
  Able to accurately complete and process paperwork, with a strong sense of organization and compliance.
• People Skills:
  Professional and polished communication skills with a client-first mindset.
• Multi-Tasking:
  Ability to juggle multiple responsibilities and meet deadlines in a busy environment.
• Proactive:
  A self-starter who anticipates advisor and client needs and takes initiative to address them.