Front Office Assistant

A well\-established, independent wealth management firm in Fairfield County is seeking a Front Office Assistant to support daily office operations and provide administrative coordination within a professional advisory environment.

This role serves as the first point of contact for clients while supporting Financial Advisors and operational staff in maintaining organized, efficient, and professional office workflows.

The Opportunity

This position plays an important role in ensuring smooth daily operations and a consistent client experience. The Front Office Assistant manages front\-office coordination, meeting logistics, client communications, and CRM data maintenance while supporting advisors and operational staff.

This is an excellent opportunity for a detail\-oriented professional who enjoys structured administrative work within a professional services environment and wants to gain exposure to the financial advisory industry.

The ideal candidate is organized, dependable, and comfortable managing multiple administrative responsibilities while maintaining professionalism and accuracy.

This role also offers valuable exposure to the operational side of a wealth management practice, providing an opportunity to learn how advisors, client service teams, and operational staff work together to support client relationships. This position requires a high level of professionalism, discretion, and attention to detail when interacting with clients and supporting advisors in a fiduciary environment.

Key Responsibilities

· Serve as the first point of contact for clients and visitors, maintaining a professional and welcoming office environment

· Manage incoming calls, messages, and general client inquiries

· Prepare meeting rooms and materials for client appointments

· Assist with maintaining accurate client records and updates in Advyzon CRM

· Assist with document scanning, filing, and digital record organization

· Monitor shared inboxes and route messages to appropriate team members

· Support compliance\-related documentation and administrative processes

· Track office supplies and coordinate office logistics

· Assist with client event coordination and internal administrative tasks

Required Qualifications

· Bachelor’s degree

· Minimum 2 years of administrative, office support, or client\-facing experience

· Experience working in a professional office environment

· Proficiency with Microsoft Office Suite (Outlook, Word, Excel)

· Experience coordinating and scheduling virtual meetings (i.e., Zoom)

· Ability to manage team and executive calendars

· Strong written and verbal communication skills

· High attention to detail and organizational skills

Preferred Experience

· Bachelor’s degree in Business Administration, Finance, or related field

· Experience in financial services, wealth management, banking, or professional services

· Familiarity with CRM systems (Advyzon experience is a plus)

· Experience coordinating meetings or supporting multiple team members

· Basic familiarity with financial services terminology

Benefits

We offer a competitive compensation package designed to support both your professional growth and personal well\-being. In addition to base salary, employees are eligible for:

· Comprehensive medical coverage

· 401(k) retirement plan with employer participation

· Paid time off and recognized holidays

· A stable, professional office environment

· Opportunities for long\-term career development within the financial services industry

This Role Is…

…well\-suited for a professional who:

· Enjoys creating organized, efficient office workflows

· Takes pride in providing a polished and professional client experience

· Thrives in structured, process\-driven environments

· Communicates clearly and professionally with clients and team members

· Values accuracy, reliability, and accountability

What You Can Expect From Us

· A disciplined, team\-oriented environment grounded in fiduciary responsibility

· Clear expectations and defined operational processes

· A collaborative team environment where operational excellence and client service are highly valued

Pay: $26\.50 \- $31\.25 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• administrative, office support or client\-facing: 2 years (Required)

Work Location: In person