Greco & O'Neal Wealth Strategies
Client Relations & Administrative Associate
Greco & O'Neal Wealth Strategies, Florida, New York, United States
Client Relations & Administrative Associate
Retirement & Estate Planning|Wealth Management |TaxPlanning |Planned Giving | Life Insurance | Group Benefits | Business Consultant | Business Analyst
Company Description
Greco & O’Neal Wealth Strategies is a premier financial planning firm with a focus on retirement, estate and investment planning. We have offices in South Florida and New York, specializing in personalized financial solutions. We collaborate with financial services firms, executives, and high-net-worth individuals to deliver expertise in areas such as life insurance, premium finance, and IRA rescue strategies. Our tailored approach includes services like profit sharing, income and estate tax management, investment strategies, and comprehensive estate and retirement planning. By leveraging existing assets to optimize life insurance costs without affecting cash flow, we deliver exceptional value and peace of mind to our clients. Our commitment is to provide innovative strategies that align with individual and business financial goals.
Key Responsibilities
Client Relations
Serve as a primary point of contact for clients via phone, email, and in person
Provide prompt, professional responses to client inquiries
Schedule and coordinate client meetings, calls, and follow-ups
Assist with client onboarding and ongoing relationship management
Prepare and send client communications, reminders, and follow-ups
Support client events, seminars, and meetings as needed
Administrative & Technical Support
Prepare, process, and organize client documents and forms
Maintain accurate electronic client files and records
Utilize CRM software to update client information, track tasks, and manage workflows
Assist with DocuSign, secure file-sharing platforms, and document tracking
Maintain organized digital and physical office systems
Operations & Compliance Support
Ensure client files are complete and maintained in accordance with firm procedures
Assist with data entry, reporting, and internal workflow tracking
Support operational projects and process improvements
Qualifications
1–3+ years of experience in administrative support, client services, or office operations
Tech‑savvy and comfortable working with CRM systems and digital tools
Strong written and verbal communication skills
Exceptional organizational skills and attention to detail
Ability to manage multiple priorities in a fast‑paced environment
Proficiency in Microsoft Office and Outlook
Experience in financial services, insurance, or professional services preferred but not required
Client‑focused with strong interpersonal skills
Detail‑oriented and highly organized
Strong follow‑up and time‑management abilities
Comfortable handling confidential and sensitive information
Proactive, dependable, and team‑oriented
Life Insurance and securities license is a plus!
Why Join Us
Supportive, collaborative work environment
Opportunity for growth and long‑term career development
Exposure to wealth management, insurance, and client‑facing operations
Seniority level Entry level
Employment type Full-time
#J-18808-Ljbffr
Greco & O’Neal Wealth Strategies is a premier financial planning firm with a focus on retirement, estate and investment planning. We have offices in South Florida and New York, specializing in personalized financial solutions. We collaborate with financial services firms, executives, and high-net-worth individuals to deliver expertise in areas such as life insurance, premium finance, and IRA rescue strategies. Our tailored approach includes services like profit sharing, income and estate tax management, investment strategies, and comprehensive estate and retirement planning. By leveraging existing assets to optimize life insurance costs without affecting cash flow, we deliver exceptional value and peace of mind to our clients. Our commitment is to provide innovative strategies that align with individual and business financial goals.
Key Responsibilities
Client Relations
Serve as a primary point of contact for clients via phone, email, and in person
Provide prompt, professional responses to client inquiries
Schedule and coordinate client meetings, calls, and follow-ups
Assist with client onboarding and ongoing relationship management
Prepare and send client communications, reminders, and follow-ups
Support client events, seminars, and meetings as needed
Administrative & Technical Support
Prepare, process, and organize client documents and forms
Maintain accurate electronic client files and records
Utilize CRM software to update client information, track tasks, and manage workflows
Assist with DocuSign, secure file-sharing platforms, and document tracking
Maintain organized digital and physical office systems
Operations & Compliance Support
Ensure client files are complete and maintained in accordance with firm procedures
Assist with data entry, reporting, and internal workflow tracking
Support operational projects and process improvements
Qualifications
1–3+ years of experience in administrative support, client services, or office operations
Tech‑savvy and comfortable working with CRM systems and digital tools
Strong written and verbal communication skills
Exceptional organizational skills and attention to detail
Ability to manage multiple priorities in a fast‑paced environment
Proficiency in Microsoft Office and Outlook
Experience in financial services, insurance, or professional services preferred but not required
Client‑focused with strong interpersonal skills
Detail‑oriented and highly organized
Strong follow‑up and time‑management abilities
Comfortable handling confidential and sensitive information
Proactive, dependable, and team‑oriented
Life Insurance and securities license is a plus!
Why Join Us
Supportive, collaborative work environment
Opportunity for growth and long‑term career development
Exposure to wealth management, insurance, and client‑facing operations
Seniority level Entry level
Employment type Full-time
#J-18808-Ljbffr