Client Services Administrative Assistant | Director of First Impressions (Westbury)

Client Services Administrative Assistant | Director of First Impressions

Full-Time | Westbury, NY

You’ve Built a Career Taking Care of Clients. We’re a Firm That Will Value What You Bring.

You know financial services. You have at least 5 years of experience working in an investment and insurance firm supporting advisors and their clients.

You understand the details behind opening an account, processing a transfer, submitting an insurance application, following an underwriting case, and making sure a client request actually gets completed.

But you also understand something that can’t be taught from a procedure manual:

How you make clients feel matters just as much as getting the paperwork right.

Florio Wealth Management Group is looking for an experienced Client Services Administrative Assistant to join our team in Westbury.

We’re looking for someone who combines attention to detail with genuine care for people—someone who enjoys being the person clients and colleagues know they can count on.

If you’re organized, thoughtful, dependable, and experienced in financial services, this may be the opportunity you’ve been looking for.

There’s More to Client Service Than Processing Paperwork

Behind every application, account transfer, beneficiary change, or retirement distribution is a person.

Sometimes they’re excited.

Sometimes they’re confused.

Sometimes they’re dealing with an important life transition and simply want to know someone is paying attention.

That’s where you come in.

You’ll help make complicated financial processes feel organized, understandable, and well managed.

You’ll remember the details.

You’ll follow through.

You’ll communicate.

And you’ll help create the kind of experience that makes clients feel:

“I’m in good hands.”

That’s what great client service looks like to us.

What You’ll DoTake Care of Clients

You’ll be an important point of contact for clients throughout their relationship with our firm.

You’ll:

· Welcome and onboard new clients

· Communicate with clients by phone and email

· Coordinate meetings and provide timely updates

· Help clients complete administrative requests

· Process deposits, withdrawals, RMDs, beneficiary changes, contributions, and other transactions

· Make sure requests don’t disappear into a system without follow-through

You’ll often be the person making sure the little things get handled correctly.

And in wealth management, the little things aren’t little.

Keep Important Details Moving

You’ll also be responsible for much of the behind-the-scenes work that allows our advisors to focus on helping clients.

That includes:

· Processing investment and insurance applications

· Coordinating life, disability, long-term care, and group health insurance underwriting

· Completing EFTs, wires, check deposits, fund transfers, and account maintenance

· Maintaining accurate client information and digital records

· Tracking fees and commissions

· Working within Advisor’s Assistant CRM, ReadyDoc, and related systems

· Supporting licensing renewals and compliance responsibilities

Accuracy matters.

Follow-through matters.

And being able to confidently say “I’ve got it”—and mean it—matters.

Help Us Create an Exceptional Client Experience

We’re not looking for someone who simply completes a list of tasks every day.

We’re looking for someone who notices things.

Someone who thinks ahead.

Someone who understands that a client shouldn’t have to call three times to get an answer.

Someone who enjoys creating order and making life easier for the people around them.

You’ll also help with:

· Office and supply coordination

· Vendor communication

· IT, compliance, and building-management coordination

· Firm seminars and client events

· Registration and attendee follow-up

· General administrative support that keeps our team running smoothly

You won’t be doing it alone.

You’ll be part of a team that works together to take care of our clients and each other.

Who We’re Looking For

You may be a great fit if you’re the person people have always described as:

Dependable. Organized. Thoughtful. Thorough. Professional.

You take pride in your work without needing recognition for every little thing.

You enjoy helping people.

You’re comfortable taking responsibility.

And when you tell someone you’ll take care of something, they don’t have to wonder whether it will actually happen.

We’re looking for someone with:

· 5+ years of financial-services experience

· Experience processing investment and insurance new business

· Strong client-service experience

· Excellent organizational and time-management skills

· Exceptional attention to detail

· Warm, professional written and verbal communication

· The ability to manage multiple priorities independently

· Experience with Advisor’s Assistant or a similar CRM

· Proficiency with Microsoft Office, Adobe, and standard business technology

Experience within an RIA, broker-dealer, insurance agency, or wealth-management firm is especially valuable.

Familiarity with mutual funds, 529 plans, annuities, and turnkey asset management programs is also preferred.

A bachelor’s degree is preferred, but we recognize that meaningful industry experience matters too.

Build Your Career on Long Island

Our office is in Westbury, NY , and we’re especially interested in experienced financial-services professionals who live on Long Island.

Maybe you’ve already done the Manhattan commute.

Maybe you’re doing it now.

And maybe you’ve reached a point where you’d rather spend those hours with your family, your friends, pursuing your interests—or simply enjoying your life.

You shouldn’t necessarily have to choose between a meaningful career and having more time for everything outside of it.

This is a in office position.

You can continue building your career in financial services without building your life around a commute into New York City.

What You’ll Find Here

We’re a Long Island wealth-management firm serving individuals, families, and small businesses.

We believe great financial advice starts with understanding people.

And we believe great workplaces should operate the same way.

We offer:

· Competitive compensation

· Performance-based bonus opportunities

· Health Insurance Subsidy

· Paid vacation and sick time

· 3% retirement plan match

· Flexible scheduling

· Discretionary paid time off

But benefits are only part of the equation.

We’re looking to create an environment where good people can do excellent work, build meaningful client relationships, and have a life outside the office.

Maybe You’re Not Looking for “More.” Maybe You’re Looking for Better.

A better commute.

A better balance.

A team where people know your name.

Clients you can actually build relationships with.

Work where your attention to detail and ability to care for people are genuinely valuable.

And a firm where the experience you’ve spent years building can make a difference.

• If you’re an experienced financial-services professional on Long Island and that sounds like the next chapter you’re looking for, we’d love to hear from you.