Client Service Associate
Thorley Wealth Management, Inc.City of Rochester, New York, United States
Posted March 13, 2025
55000 - 75000 USD
Full Time
About the Company
Thorley Wealth Management, Inc. is an independent financial advisory firm based in Rochester, NY that offers comprehensive wealth management services—including retirement, college, tax, estate, business, and charitable planning—to individuals and families. The firm emphasizes a hands‑on, face‑to‑face approach, partnering closely with clients’ attorneys and accountants to align investment strategies with long‑term goals. Its portfolio also covers risk management, healthcare and aging planning, sustainable investing, and specialized programs for women in transition and young professionals. Thorley’s reputation for trust, experience, and performance is built on personalized service, a collaborative team model, and a commitment to helping clients maximize resources and achieve lifetime objectives.
Job Description
Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Requirements
- 1+ years of experience as an administrative assistant in the financial services field
- Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
- Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
- Superior interpersonal, oral, and written communications skills
- Notary Public license a plus
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
