Administrative Assistant

Administrative Assistant

A premier financial services firm located in Parsippany, NJ is seeking a detail-oriented Administrative Assistant to support daily client operations, maintain CRM data integrity, and streamline internal workflows.

This role bridges day-to-day administrative operations and system administration. The ideal candidate brings 13 years of hands-on Salesforce user/admin experience, high attention to detail, and a firm grasp of financial services operational workflows.

Key Responsibilities

Salesforce & Data Management

• Maintain user accounts, roles, profiles, permission sets, and security settings within Salesforce CRM.
• Manage daily data entry, account setup, client record updates, and data clean-ups to ensure high data integrity.
• Build, customize, and schedule reports and dashboards for leadership and advisory teams.
• Assist with basic process automation, standard workflows, and page layout updates.
• Serve as the first line of internal support for team members troubleshooting system issues or access requests.

Administrative & Financial Operations

• Provide operational support for financial advisors, wealth managers, or client services teams.
• Process client documentation, onboarding materials, and compliance forms in adherence to industry regulations.
• Organize and archive electronic client files, tracking status through to completion.
• Assist in preparing client meeting decks, account summaries, and quarterly reporting materials.
• Coordinate cross-departmental communications and execute routine office administrative tasks as assigned.

Qualifications & Requirements

• Experience: 13 years of administrative or operations experience within financial services, banking, or wealth management.
• Technical Skills: Hands-on experience administering or managing data within Salesforce (Sales Cloud, Financial Services Cloud, or Service Cloud).
• Certifications: Salesforce Certified Administrator is a plus, but relevant hands-on production experience is preferred.
• Software Proficiency: Strong knowledge of Microsoft Office Suite (Excel, Word, Outlook) and financial software platforms.
• Skills: Exceptional attention to detail, strong verbal/written communication, and problem-solving abilities.
• Education: Associate's or Bachelor's degree in Business, Finance, or a related field preferred.

Working Conditions & Benefits

• Schedule: Standard office hours, 9:00 AM 5:00 PM, Monday through Friday.
• Benefits: Medical, dental, and vision coverage options available during the temporary trial period.

Compensation / Pay Rate (Up to): $50,000.00 - $65,000.00 Per Year