Client Service & Administrative Assistant

Farther Finance

Vero Beach, FL, United States
On-site
Schedule management and logistics
Client meeting preparation
Client record maintenance
Farther Finance is seeking a Client Service & Administrative Assistant to support the day-to-day operations of Southern Capital, a wealth management team, in Vero Beach, FL. The ideal candidate should have 3-5 years of experience in an administrative role, be detail-oriented, and comfortable interacting with high-net-worth individuals

Job Summary

  • This position offers a unique opportunity to work within an established wealth management practice while being part of an innovative, growing organization.
  • Operating as the team’s operational backbone from our Vero Beach office, you will be responsible for schedule management, meeting preparation, and seamless coordination with Farther’s CX team.
  • This full-time, in-office position requires a high degree of professionalism to thrive in our client-facing environment.

Matching Summary

Match Score: 85

Farther Finance is seeking a Client Service & Administrative Assistant to support the day-to-day operations of Southern Capital, a wealth management team, in Vero Beach, FL. The ideal candidate should have 3-5 years of experience in an administrative role, be detail-oriented, and comfortable interacting with high-net-worth individuals.

Skills & Requirements

Must-have

  • Schedule management and logistics
  • Client meeting preparation
  • Client record maintenance
  • Office operations coordination
  • Professional client-facing representation

Nice-to-have

  • Collaborative team environment
  • Fast-paced entrepreneurial setting
  • Innovative technology platform

Key Requirements

  • 3-5+ years administrative/client service/operations
  • Financial services experience a plus
  • Proficient in Google Workspace or Microsoft Office
  • CRM experience preferred
  • High-net-worth client interaction

Work Rights

Not specified

Tailored Resume

Cover Letter