Administrative Professional – Central Operations

Location: Morristown, NJ
Duration: 12-Month Contract
Team: Executive Wealth – Central Operations

Overview

We are seeking a highly organized Administrative Professional to support the Central Operations team within Executive Wealth. This role will provide administrative and operational support to multiple advisor teams in a fast-paced financial services environment.

The ideal candidate is detail-oriented, comfortable handling confidential information, and able to manage multiple priorities while maintaining accuracy and professionalism.

Key Responsibilities

• Provide administrative support to multiple advisor teams within Executive Wealth.

• Prepare, review, and edit confidential correspondence and documentation.

• Manage document scanning, organization, and archiving across multiple internal systems.

• Assist with preparation of travel expense reports and billing allocation documentation.

• Support the handling of time-sensitive quarterly client tax payments.

• Maintain organized records and ensure accurate documentation management.

• Assist with miscellaneous administrative and operational projects as needed.

Required Skills & Qualifications

• Strong organizational and administrative skills with exceptional attention to detail.

• Proficiency with Microsoft Office (Word, Excel, Outlook).

• Ability to work effectively in a fast-paced environment and manage multiple priorities.

• Excellent communication and teamwork skills.

• Ability to handle confidential information with discretion.

Preferred Experience

• Previous administrative or operations support experience in a professional office environment.

• Experience supporting financial services, advisory, or wealth management teams is a plus.

Client Analyst 

Location: Morristown, NJ (Onsite)
Duration: 12 Months
Pay Rate: $25.00/hr

Overview

We are seeking a detail-oriented and client-focused Client Analyst to join a centralized Client Service Team. This role plays a critical part in supporting Advisor teams and ensuring seamless service delivery to clients across onboarding, account management, tax support, and operational coordination.

The ideal candidate is highly organized, thrives in a fast-paced environment, and brings strong communication and analytical skills.

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Key Responsibilities

Client Onboarding & Data Management

• Support onboarding of new clients, ensuring accurate and timely account setup

• Maintain and update client data within internal systems

• Assist with client contracting and documentation processes

Investment Account Processing

• Prepare, submit, and track new investment account applications

• Monitor accounts through funding and activation

• Coordinate with internal teams to resolve account-related issues

Meeting Coordination

• Schedule and coordinate client meetings for Advisor teams

• Ensure timely and accurate communication with clients

Tax Season Support

• Organize and manage tax documentation

• Track client consents and finalize tax returns

• Coordinate estimated payments and assist with e-filing processes

Operational & Cross-Functional Collaboration

• Interface with internal departments to support investment and operational needs

• Assist with matters related to Special Investments and Private Equity

• Support Quality Control tracking and reporting metrics

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Qualifications

• Bachelor’s degree required

• 2–5 years of experience in a professional corporate environment

• Strong written and verbal communication skills

• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

• Ability to manage multiple priorities in a fast-paced environment

• Highly organized, detail-oriented, and team-focused

Preferred:

• Experience in financial services, wealth management, or investment operations

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Ideal Candidate

• Service-oriented with strong client interaction skills

• Comfortable supporting advisors and investment professionals

• Detail-driven with strong follow-through

• Able to think clearly under pressure and meet deadlines