Executive Assistant / Client Service Administrator

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 cli...