About this opportunity
Crescent Sterling, Ltd. lists this Administrative Assistant/Client Service Associate opportunity in metairie, Louisiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Administrative Assistant/Client Service Associate
Job Description:
Crescent Sterling, Ltd. is seeking a detail-oriented and proactive Administrative Assistant / Client Service Associate with financial services experience to join our team. In this multi-faceted role, you will deliver exceptional services to our high-net-worth clients, support daily operations, and provide high-level administrative support to executive leadership. Full-time on-site position.
Key Responsibilities:
Client Service & Custodial Support:
* Process client onboarding, account openings, transfers, cash movements, and maintenance requests in coordination with custodians.
* Prepare client reports, meeting materials, and presentation binders for advisor reviews.
* Perform portfolio accounting, custodial reconciliation, manual transaction entries, and performance reporting.
* Maintain and update client databases and records to ensure complete accuracy and compliance.
* Manage phone calls, greet clients, and handle professional client communications.
Office & Administrative Operations:
* Provide administrative and clerical support to the office and leadership team.
* Draft, proofread, and format correspondence, client mailings, and administrative documents.
* Maintain office and breakroom supplies; manage office equipment servicing.
* Ensure a professional, well-organized, and welcoming office environment.
* Perform additional operational duties and special projects as needed.
Qualifications & Skills
* Experience: Minimum of 2 years of administrative support or client service experience required; prior experience with a Registered Investment Advisor (RIA) or Broker-Dealer is strongly preferred.
* Education: High School Diploma or equivalent required; Bachelor's degree in Business, Finance, or a related field preferred.
* Software Proficiency: Strong knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); familiarity with custodial platforms (e.g., Schwab Advisor Center) is a major plus. Experience with portfolio accounting software, specifically PortfolioCenter (or similar programs), is strongly preferred.
* Accounting/Bookkeeping: Solid understanding of investment accounting principles (e.g., cost basis, transaction types) and/or basic accounting or bookkeeping procedures.
* Communication: Exceptional verbal and written communication skills with strong proofreading ability.
* Organization: Outstanding organizational and time-management skills with the ability to prioritize tasks independently in a fast-paced environment.
Salary
Approximate annual pay range - $48k/yr - $58k/yr
Benefits
* Health insurance
* Retirement Plan
* Paid Time Off (PTO)
* Paid Holidays
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.