• Wealth Management Assistant

    Robert Half Office Team (Randolph, NJ)


    Description

    Are you an experienced administrative professional with a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management team in Northern NJ. This role offers the opportunity to work in a fast-paced, client-focused environment where attention to detail and proactive support are key.

    What You’ll Do:

    + Coordinate client meetings and manage pre/post-meeting documentation

    + Assist with account openings, maintenance, and client service requests

    + Maintain CRM data integrity and generate client-facing reports

    + Respond to client inquiries promptly and professionally

    Requirements

    What We’re Looking For:

    + Active Series 7, 66, and Life & Health licenses

    + Strong administrative and organizational skills

    + Excellent communication and client-service mindset

    + Proficiency in Microsoft Office; CRM experience preferred

    + Bachelor’s degree preferred

    Why Apply:

    + Competitive salary and benefits

    + Collaborative, supportive work environment

    + Opportunity to grow within a respected financial services team

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .