Executive Assistant / Client Service Administrator

About the Opportunity

Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire an Executive Assistant / Client Service Administrator. This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team.

Company Overview

Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges.

Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success.

Position Overview

The Executive Assistant / Client Service Administrator is a key member of the team responsible for supporting advisors, coordinating client service activities, and helping deliver an exceptional client experience.

This role is ideal for a proactive, organized professional who enjoys taking ownership of their work, managing multiple priorities, and supporting both clients and advisors in a fast-paced environment. The successful candidate will be detail-oriented, dependable, and committed to providing outstanding service while contributing to the overall success of the team.

Work Environment

• In-office role based in Reston, VA
• Business casual environment on most days
• Business formal attire required when clients are present

What They're Looking For

Our client is seeking an experienced administrative professional who takes initiative, exercises sound judgment, and thrives in a collaborative team environment. The ideal candidate is highly organized, client-focused, and comfortable managing multiple responsibilities while maintaining accuracy and professionalism.

The successful candidate is resourceful, dependable, and able to anticipate needs rather than simply react to requests. They take ownership of their work, communicate effectively, and approach their responsibilities with a high level of professionalism and accountability. They are equally comfortable working independently and collaborating with a team to ensure clients receive exceptional service and support.

Key Responsibilities

• Manage and maintain organized physical and electronic client files with accuracy and attention to detail
• Prepare, review, and distribute client reports, performance documents, and other client-facing materials
• Facilitate client communications to gather, update, and provide information in a professional and timely manner
• Schedule and coordinate meetings, appointments, and calendars for advisors and clients
• Serve as a primary point of contact for client service inquiries and help ensure timely resolution
• Provide proactive administrative support to advisors and the broader team
• Maintain accurate and up-to-date client records and account information
• Track tasks, follow up on outstanding items, and ensure deadlines and priorities are met
• Identify opportunities to improve administrative processes and operational efficiency
• Stay current on relevant technology platforms and internal systems
• Collaborate with fellow Client Service Administrators and CERTIFIED FINANCIAL PLANNER™ professionals to support client needs

Minimum Qualifications

• Bachelor's degree required
• 3+ years of experience as an Executive Assistant, Administrative Assistant, Client Service Administrator, or similar administrative support role within a professional services, financial services, or office-based business environment
• Strong organizational, prioritization, and time management skills
• Excellent verbal and written communication skills
• Close attention to detail and commitment to accuracy
• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
• Ability to work independently, manage competing priorities, and follow through on tasks with minimal supervision
• Demonstrated professionalism, sound judgment, and discretion when handling confidential and sensitive information
• Ability to maintain strict confidentiality and safeguard sensitive client, financial, and personal information
• Demonstrated ability to provide exceptional administrative support while delivering a high-quality client experience

Preferred Qualifications

• Experience within a financial planning, wealth management, banking, accounting, legal, or other professional services environment
• Experience supporting multiple professionals in a client-facing office
• Familiarity with CRM systems and client management software
• SIE, Series 7, or Series 66 licenses preferred but not required

Compensation & Benefits

• Annual salary range: $55,000–$66,000
• Full medical, dental, and vision coverage
• Retirement benefits
• Professional development opportunities
• Occasional evening availability required (once or twice per month)