Office Assitant - Financial Services
$38k - $55kWealth Management Company
Job Description
Job Description
Job Opportunity — Financial Services | Registered or Non-Registered Candidates Welcome
Financial Services Assistant
Cumberland County, New Jersey | Full-Time Part-Time Openings | Registered or Non-Registered |
Posted: September 2026
Position Title: Financial Services Assistant (Registered or Non-Registered)
Location: Cumberland County, New Jersey
Employment: Type Part-Time or Full-Time (candidate's preference considered)
Industry: Financial Services / Brokerage / Investment Advisory
Position Overview
We are seeking a dedicated and detail-oriented Financial Services Assistant to support a growing
financial services practice in Cumberland County, New Jersey. This position is open to both registered
(FINRA-licensed) and non-registered candidates — we welcome applicants at all stages of their
professional journey. In this role, you will provide essential operational, administrative, and client-facing
assistance that enables the practice to deliver exceptional service to its clients on a daily basis. This is an
excellent opportunity for professionals with a background in finance or brokerage services who take
pride in accuracy, organization, and building meaningful client relationships.
Key Responsibilities
● Brokerage Account Support: Assist with account opening, ongoing maintenance, and day-to-day
account servicing for individual and institutional clients.
● Retirement Account Processing: Handle IRAs, rollovers, distributions, and contributions with
accuracy and in accordance with applicable regulations.
● Client Documentation: Prepare, review, organize, and file client documents to ensure records
remain current, complete, and compliant.
● Money Movement Assistance: Facilitate transfers, wire transactions, journal entries, and ACH
transactions, ensuring timely and accurate execution.
● Workflow Coordination: Support the advisor by coordinating daily operational workflows to
maintain smooth, efficient practice operations.
● Client Communication: Communicate professionally with clients, respond to inquiries, and
foster strong, trust-based client relationships.
● Compliance: Ensure all activities adhere to firm policies, regulatory requirements, and industry
best practices.
Qualifications
● Preferred background in finance, financial services, or a closely related field.
● FINRA registration is optional but preferred — applicable licenses include Series 6, 7, 63, 65, or
66.
● Strong organizational skills with a high degree of attention to detail.
● Proficiency with standard office software and financial industry platforms.
● Excellent written and verbal communication skills with a professional demeanor.
● Ability to work independently, prioritize effectively, and manage multiple responsibilities
simultaneously.
● Prior experience in a brokerage firm or registered investment advisor (RIA) environment is a
plus.
Schedule Options
● Part-time schedule available.
● Full-time schedule available.
● Specific hours and scheduling details to be discussed during the interview process.
● Flexible arrangements considered based on candidate qualifications and mutual fit.
Compensation & Benefits
Benefit / Compensation Item
Details
Base Pay — Full- Time
$38,000 – $55,000 per year, commensurate with experience and registration status
Base Pay — Part-Time
$18.00 – $26.00 per hour, commensurate with experience and registration status
Registered Candidate Pay Scale
Registered (FINRA-licensed) candidates are eligible for a higher pay scale commensurate with their active registrations and professional experience. Applicable licenses include Series 6, 7, 63, 65, or 66.
Bonus Opportunity
Performance-based bonus opportunity available for both full-time and part-time employees, based on individual and practice performance
- Vacation Time Paid vacation time provided
- Sick Time Paid sick time provided
- Retirement Plan Retirement plan opportunity available
- Medical
- Insurance
Not provided with this position
Please Note
Medical insurance is not included as part of the compensation package for this position. All other benefits listed above are available and will be discussed in detail during the interview process.
How to Apply
We welcome applications from motivated and qualified professionals who are eager to grow within the
financial services industry. If you believe your background and skills are a strong match for this
opportunity, we encourage you to apply at your earliest convenience.
To be considered, please submit a current resume along with a brief cover letter outlining your
relevant experience and interest in the position. We look forward to reviewing applications from driven
individuals who are ready to contribute to a dynamic and client-focused financial services practice.
Financial Services Assistant (Registered or Non-Registered) — Cumberland County, New Jersey |
Financial Services Practice | September 2026
This job posting is intended for informational purposes and is subject to change. All qualified applicants
will be considered without regard to protected characteristics.
$18 - $21 per hour
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