Executive Assistant - Wealth Management

Consistently ranked as a Best Place to Work in New Jersey, Nisivoccia LLP, a well-established regional CPA and Wealth Management firm, is seeking a Senior Wealth Management Assistant to support our growing team.

We are looking for a poised, polished, and experienced professional who excels in providing exceptional service in a fast-paced, client-focused environment. The ideal candidate will combine strong administrative expertise with a deep commitment to client care, attention to detail, and teamwork. This role requires excellent communication skills and the ability to manage multiple priorities with professionalism and discretion.

Key Responsibilities

• Coordinate client review meetings and appointments, including all pre- and post-meeting preparation and follow-up
• Collaborate with clients and advisors to complete custodian- and firm-specific paperwork for account openings and maintenance
• Handle client requests and account service inquiries with efficiency, accuracy, and care
• Manage and maintain the firm’s CRM database to ensure data integrity and timely follow-up
• Generate reports and deliverables for both client-facing and back-office needs (e.g., Letters of Instruction, plan designs, illustrations, action item summaries)
• Respond to client calls, emails, and correspondence promptly and professionally
• Learn and adapt to various technology platforms to support both client and operational workflows

•   Licenses Required: Series 7, 66, Life & Health
• Proven experience providing administrative and client service support within a financial or wealth management environment
• Exceptional interpersonal and telephone communication skills
• High level of organization, accuracy, and time management in a deadline-driven environment
• Demonstrated ability to work both independently and collaboratively across departments
• Strong commitment to client confidentiality and professional integrity
• Proficient in Microsoft Office Suite; CRM experience strongly preferred
• Bachelor’s degree preferred