Client Administrative Assistant – Tempo Wealth

Location: Independence, OH
Website: TempoWealth.com

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Client Admin Assistant to join our expanding team and play a key role in administration and execution of client workflows.

This position can be hybrid after a training period in the office

Salary & Benefits

Salary Range: $65,000 – $75,000, commensurate with experience and credentials
Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
No business development

Key Responsibilities

Client meeting scheduling, including zoom/teams links and reminders
Update client/prospect info across several internal systems and clean up client data as needed
Assist with firm mailings and event coordination
Track firm prospects and update info about prospects from advisors’ meetings
Review and finalize client meeting notes from advisors’ meetings and assign tasks as appropriate from the notes
Client meeting follow-up reminders

Qualifications

Minimum 1 year of experience in a professional office admin role
Excellent written and verbal communication skills, both internally and client-facing
Warm communication with clients
Tech-savvy, with the ability to learn quickly
Organized and detail-oriented
Problem solving and independent worker – we do not micromanage

Hiring Process

Qualified candidates will begin with a 15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.

Learn more about this Employer on their Career Site