Administrative Assistant • Location: Parsippany, NJ (On-site) • Position Type: Direct Hire • Schedule: Monday – Friday, 9:00 AM – 5:00 PM (40 hours/week) • Pay Rate: $50,000-$65,000 (DOE) • Industry: Financial Services Job Overview A premier financial services firm located in Parsippany, NJ is seeking a detail-oriented Administrative Assistant to support daily client operations, maintain CRM data integrity, and streamline internal workflows. This role bridges day-to-day administrative operations and system administration. The ideal candidate brings 1–3 years of hands-on Salesforce user/admin experience, high attention to detail, and a firm grasp of financial services operational workflows. Key Responsibilities Salesforce & Data Management • Maintain user accounts, roles, profiles, permission sets, and security settings within Salesforce CRM. • Manage daily data entry, account setup, client record updates, and data clean-ups to ensure high data integrity. • Build, customize, and schedule reports and dashboards for leadership and advisory teams. • Assist with basic process automation, standard workflows, and page layout updates. • Serve as the first line of internal support for team members troubleshooting system issues or access requests. Administrative & Financial Operations • Provide operational support for financial advisors, wealth managers, or client services teams. • Process client documentation, onboarding materials, and compliance forms in adherence to industry regulations. • Organize and archive electronic client files, tracking status through to completion. • Assist in preparing client meeting decks, account summaries, and quarterly reporting materials. • Coordinate cross-departmental communications and execute routine office administrative tasks as assigned. Qualifications & Requirements • Experience: 1–3 years of administrative or operations experience within financial services, banking, or wealth management. • Technical Skills: Hands-on experience administering or managing data within Salesforce (Sales Cloud, Financial Services Cloud, or Service Cloud). • Certifications: Salesforce Certified Administrator is a plus, but relevant hands-on production experience is preferred. • Software Proficiency: Strong knowledge of Microsoft Office Suite (Excel, Word, Outlook) and financial software platforms. • Skills: Exceptional attention to detail, strong verbal/written communication, and problem-solving abilities. • Education: Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred. Working Conditions & Benefits • Schedule: Standard office hours, 9:00 AM – 5:00 PM, Monday through Friday. • Benefits: Medical, dental, and vision coverage options available during the temporary trial period. Compensation / Pay Rate (Up to): $50,000.00 - $65,000.00 Per Year