Overview
Administrative Assistant / Client Operations Coordinator Jobs in Stamford, CT at Asset Management Group Inc
Wealth Management & Financial Planning Firm – Stamford, CT
We are an established and growing independent wealth management and financial planning firm seeking a highly organized, proactive, and detail-oriented professional to support three Financial Planners in our Stamford office.
This is not simply an “administrative” role.
The right person will become an integral part of our client experience, operations, and planning process. We are looking for someone who enjoys creating structure, solving problems, anticipating needs before they arise, and helping a team operate at a high level.
This position is ideal for someone who:
- Naturally takes ownership
- Enjoys managing moving pieces and keeping things on track
- Communicates professionally and confidently
- Thrives in a fast-paced but relationship-driven environment
- Wants a meaningful long-term career, not just a job
What You Would Be Doing
Responsibilities include a combination of administrative coordination, client service support, and operational assistance, including:
- Supporting 3 Financial Planners with daily workflow management
- Coordinating meetings, schedules, and follow-up tasks
- Preparing meeting materials and organizing client information
- Assisting with account paperwork and service requests
- Managing CRM records and workflow tracking
- Coordinating client communications and document collection
- Helping ensure deadlines and commitments are met
- Organizing and prioritizing multiple projects simultaneously
- Assisting with office operations and process improvement initiatives
- Serving as a professional and reassuring point of contact for clients
The Right Candidate Will Likely Have
- 3–5+ years of administrative, client service, or operational experience
- Strong organizational and follow-through skills
- The ability to manage multiple priorities without losing attention to detail
- Excellent written and verbal communication skills
- A calm, professional, and dependable demeanor
- Confidence working independently while also collaborating with a team
- Strong technology skills and comfort learning systems quickly
- Experience in financial services, wealth management, banking, insurance, or professional services is strongly preferred
Experience with any of the following is helpful:
- CRM systems
- Schwab, Fidelity, or custodial platforms
- Financial planning or investment advisory firms
- Client onboarding and account servicing
- Workflow/process management
What Makes This Opportunity Different
We are building a long-term team and believe great people should have room to grow.
This role can evolve over time into:
- Senior Client Service Associate
- Operations or Office Management
- Practice Management
- Paraplanning
- Financial Planning support
- CFP® professional track for the right candidate
If you are ambitious, capable, and interested in growing professionally, we are open to helping create that path.
Compensation & Benefits
- Competitive salary: $70,000–$85,000 depending on experience
- Bonus opportunity
- Health benefits
- Retirement plan
- Paid time off
- Professional development support
- Long-term advancement opportunity
We are seeking someone who takes pride in helping a team succeed, values professionalism, enjoys being relied upon, and wants to be part of a stable and growing firm that genuinely values its people.
Pay: $70,000.00 – $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health savings account
- Retirement plan
Application Question(s):
- Why does this position interest you specifically, rather than a more traditional administrative or executive assistant role?
- Describe a situation where you had to manage multiple competing priorities for different people at the same time. How did you stay organized?
- This position involves supporting three Financial Planners simultaneously, each with different priorities and personalities. What strengths do you believe would help you succeed in that environment?
- What are you ultimately hoping to grow into professionally over the next 3–5 years?
- Is there anything else you would like us to know that may not be reflected on your resume?
Education:
- Associate (Required)
Work Location: In person
Title: Administrative Assistant / Client Operations Coordinator
Company: Asset Management Group Inc
Location: Stamford, CT
