Client Administrative Assistant

Windward Recruiting

Client Admin Assistant at Tempo Wealth, a financial planning firm, managing client workflows and administrative tasks. Role includes meeting scheduling and data management with a focus on organization and detail.

Posted 5/5/2026full-timeIndependence • Ohio • 🇺🇸 United StatesJunior💰 $65,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Minimum 1 year of experience in a professional office admin role
Excellent written and verbal communication skills
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

Benefits

Comp & perks

Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO)
18 annual holidays
Half-day Fridays throughout the summer

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

excellent written communicationexcellent verbal communicationwarm communicationorganizeddetail-orientedproblem solvingindependent worker