Financial Administrative Assistant

Job Description

Job Description

At Hein Wealth & Tax Solutions, you’ll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you’ll be a key part of an organized planning process—working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you’re detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.

Responsibilities:

• Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
• Complete paperwork to fund Alternative Investments and Annuities
• Maintain and update information in the CRM System
• Handle requests for transfers of funds in and out of accounts
• Front desk meets and greets clients
• Answer basic client questions (not including financial/investment advice)
• Research products and product pricing, and contact carriers for information
• Set up and retrieve reports in the portfolio management system
• Help manage social media and marketing campaigns
• Assist the Client Service Administrator in day-to-day duties
• Other responsibilities as assigned by the lead advisor

Qualifications:

• Positive attitude, customer-oriented
• Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
• Ability to learn a new Client Service Online Platform
• Proficient with Windows-based software, including MS Word, Excel, and Adobe
• Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
• Ability to ask questions when not sure of something
• Brokerage Experience preferred
• High School Degree required
• Associate's degree or higher preferred

About Company

Hein Wealth & Tax Solutions is an independent, family-founded financial planning firm based in Jupiter, Florida. We help individuals, families, and business owners navigate important financial decisions with clarity, care, and long-term perspective. Our work goes beyond investments, focusing on thoughtful planning, education, and building trusted relationships over time.

We value integrity, teamwork, and attention to detail, and we believe great planning starts with listening and follow-through. Our team is professional, supportive, and committed to doing what’s right for the clients.

Joining Hein Wealth means being part of a firm where your work supports meaningful relationships and real-life decisions. You’ll collaborate with experienced professionals, contribute to an organized planning process, and play an important role in helping clients feel confident about their financial future.