Wealth Management Assistant

Description

Consistently ranked as a Best Place to Work in New Jersey, Nisivoccia LLP, a well-established regional CPA and Wealth Management firm, is seeking a Wealth Management Assistant to support our growing team.

We are looking for a poised, polished, and experienced professional who excels in providing exceptional service in a fast-paced, client-focused environment. The ideal candidate will combine strong administrative expertise with a deep commitment to client care, attention to detail, and teamwork. This role requires excellent communication skills and the ability to manage multiple priorities with professionalism and discretion.

Key Responsibilities

• Coordinate client review meetings and appointments, including all pre- and post-meeting preparation and follow-up
• Collaborate with clients and advisors to complete custodian- and firm-specific paperwork for account openings and maintenance
• Handle client requests and account service inquiries with efficiency, accuracy, and care
• Manage and maintain the firm’s CRM database to ensure data integrity and timely follow-up
• Generate reports and deliverables for both client-facing and back-office needs  (e.g., Letters of Instruction, plan designs, illustrations, action item summaries)
• Respond to client calls, emails, and correspondence promptly and professionally
• Learn and adapt to various technology platforms to support both client and operational workflows

Requirements

• Licenses Required: Series 7, 66, Life & Health
• 3-5 years proven experience providing administrative and client service support within a financial or wealth management environment
• Exceptional interpersonal and telephone communication skills
• High level of organization, accuracy, and time management in a deadline-driven environment
• Demonstrated ability to work both independently and collaboratively across departments
• Strong commitment to client confidentiality and professional integrity
• Proficient in Microsoft Office Suite; CRM experience strongly preferred
• Bachelor’s degree preferred

Why Join Nisivoccia's Wealth Management team

• Competitive salary 
• Comprehensive benefits package including medical, dental, vision insurance, life & disability (short & long term)
• 401(k) plan with potential employer profit sharing contribution 
• 18  days of PTO plus 8 holidays 

Nisivoccia LLP is an Equal Opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.