Executive Assistant / Client Service Administrator

Reston, VA

Full Time

Mid Level

About the Opportunity

Lift Business Resources is partnering with a well-established financial planning firm in Reston, VA to hire an Executive Assistant / Client Service Administrator. This is a direct hire, in-person opportunity to join a growing, client-focused wealth management team.

Company Overview

Our client is focused on professionalizing and simplifying the financial planning and wealth-building process. They specialize in helping individuals and families, technology professionals, and government contractors navigate unique financial challenges.

Their mission is to provide trusted guidance and actionable strategies, free of inherent conflicts of interest, to help clients pursue their version of financial success.

Position Overview

The Executive Assistant / Client Service Administrator is a key member of the team responsible for supporting advisors, coordinating client service activities, and helping deliver an exceptional client experience.

This role is ideal for a proactive, organized professional who enjoys taking ownership of their work, managing multiple priorities, and supporting both clients and advisors in a fast-paced environment. The successful candidate will be detail-oriented, dependable, and committed to providing outstanding service while contributing to the overall success of the team.

Work Environment

In-office role based in Reston, VA
Business casual environment on most days
Business formal attire required when clients are present

What They're Looking For

Our client is seeking an experienced administrative professional who takes initiative, exercises sound judgment, and thrives in a collaborative team environment. The ideal candidate is highly organized, client-focused, and comfortable managing multiple responsibilities while maintaining accuracy and professionalism.

The successful candidate is resourceful, dependable, and able to anticipate needs rather than simply react to requests. They take ownership of their work, communicate effectively, and approach their responsibilities with a high level of professionalism and accountability. They are equally comfortable working independently and collaborating with a team to ensure clients receive exceptional service and support.

Key Responsibilities

Manage and maintain organized physical and electronic client files with accuracy and attention to detail
Prepare, review, and distribute client reports, performance documents, and other client-facing materials
Facilitate client communications to gather, update, and provide information in a professional and timely manner
Schedule and coordinate meetings, appointments, and calendars for advisors and clients
Serve as a primary point of contact for client service inquiries and help ensure timely resolution
Provide proactive administrative support to advisors and the broader team
Maintain accurate and up-to-date client records and account information
Track tasks, follow up on outstanding items, and ensure deadlines and priorities are met
Identify opportunities to improve administrative processes and operational efficiency
Stay current on relevant technology platforms and internal systems
Collaborate with fellow Client Service Administrators and CERTIFIED FINANCIAL PLANNER™ professionals to support client needs

Minimum Qualifications

Bachelor's degree required
3+ years of experience as an Executive Assistant, Administrative Assistant, Client Service Administrator, or similar administrative support role within a professional services, financial services, or office-based business environment
Strong organizational, prioritization, and time management skills
Excellent verbal and written communication skills
High attention to detail and commitment to accuracy
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Ability to work independently, manage competing priorities, and follow through on tasks with minimal supervision
Demonstrated professionalism, sound judgment, and discretion when handling confidential and sensitive information
Ability to maintain strict confidentiality and safeguard sensitive client, financial, and personal information
Demonstrated ability to provide exceptional administrative support while delivering a high-quality client experience

Preferred Qualifications

Experience within a financial planning, wealth management, banking, accounting, legal, or other professional services environment
Experience supporting multiple professionals in a client-facing office
Familiarity with CRM systems and client management software
SIE, Series 7, or Series 66 licenses preferred but not required

Compensation & Benefits

Annual salary range: $55,000–$66,000
Full medical, dental, and vision coverage
Retirement benefits
Professional development opportunities
Occasional evening availability required (once or twice per month)

Apply for this position

Required*

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Are you authorized to work in the United States?*

What is your highest level of education?*

What are you looking for in your next position?*

If selected for this position, when would you be available to start work?*

Are you able to work full-time, in person, in an office located in Reston, Virginia?*

Are you able to work occasional evenings (once or twice per month)?*

Are you comfortable with a business casual environment with business formal attire when clients are present?*

How many years of experience do you have in a client service or administrative role?*

Do you have experience working in financial services, legal, or a professional services environment?*

If you selected “Yes” to the previous question, please specify which and briefly describe your experience.

How frequently have you managed client scheduling and calendar coordination?*

What level of experience do you have managing client files and documentation?*

How would you rate your proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint)?*

How comfortable are you learning and using new technology platforms?*

How would you describe your organizational skills?*

How do you typically handle multiple competing priorities?*

How comfortable are you communicating directly with clients (email and phone)?*

When a client issue arises, what is your typical approach?*

Which of the following licenses do you currently hold? (Select all that apply)* SIESeries 7Series 66None

Are your SIE, Series 7, or Series 66 licenses currently active?

What interests you about this role and working in financial services?*

Describe a time you handled a client issue or supported a client through a challenge. What did you do?*

Human Check*

Submit Application