... executives, business owners, and wealthy families. We are looking for a Client Service Associate to ... Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment ...

6 Hightower Advisors Executive Assistant Jobs Hiring Near You
... executives, business owners, and wealthy families. We are looking for a Client Service Associate to ... Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment ...
Monitor cash levels and raise cash for distributions, fees, and rebalancing * Assist with portfolio ... Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment ...
Monitor cash levels and raise cash for distributions, fees, and rebalancing * Assist with portfolio ... Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment ...
Process money movements: journals, wire transfers, ACH transfers, and check requests * Assist ... S., the firm operates as a registered investment advisor (RIA). Hightower is an equal opportunity ...
Process money movements: journals, wire transfers, ACH transfers, and check requests * Assist ... S., the firm operates as a registered investment advisor (RIA). Hightower is an equal opportunity ...
Endpoint & Network Engineer
Chicago, IL · On-site
$80K - $90K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA)
Endpoint & Network Engineer
Chicago, IL · On-site
$80K - $90K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA)
AML & Compliance Testing, Senior Associate
Chicago, IL · On-site
$90K - $100K/yr
... investment adviser (IA) as well as supporting risk-based compliance testing across our IA ... This position reports to the Executive Director, Compliance. AML Program * Serve as the firm ...
AML & Compliance Testing, Senior Associate
Chicago, IL · On-site
$90K - $100K/yr
... investment adviser (IA) as well as supporting risk-based compliance testing across our IA ... This position reports to the Executive Director, Compliance. AML Program * Serve as the firm ...
Client Service Associate - Natoma Wealth
$60K - $75K/yr
Opportunity to learn different functions within the practice by supporting multiple roles * Assist Marketing with client events and client gifts * Assist the team in operational, administrative, and ...
Client Service Associate - Natoma Wealth
$60K - $75K/yr
Opportunity to learn different functions within the practice by supporting multiple roles * Assist Marketing with client events and client gifts * Assist the team in operational, administrative, and ...
Hightower Advisors Jobs Information
What are the key skills and qualifications needed to thrive as an Executive Assistant, and why are they important?
How do Executive Assistants typically manage competing priorities and urgent requests from multiple executives or departments?
What are Executive Assistants?
What is the difference between Executive Assistant vs Administrative Assistant?
| Aspect | Executive Assistant | Administrative Assistant |
|---|---|---|
| Required Credentials | High school diploma; often some college or certifications; strong organizational skills | High school diploma; basic office skills |
| Work Environment | Supports executives in corporate or business settings | Supports teams or departments in various office environments |
| Employer & Industry Usage | Common in corporate, legal, and financial sectors | Widespread across industries, including healthcare, education, and retail |
| Search & Comparison Intent | Often searched by those seeking high-level support roles | More general, for entry-level or support roles |
While both roles provide essential administrative support, Executive Assistants typically work directly with top executives, handling complex tasks and confidential information. Administrative Assistants support broader office functions and may assist multiple staff members. The key difference lies in the level of responsibility, scope of work, and the target employer or industry.
Other
Medical, Dental, Vision, Retirement
Posted 20 days ago
Job description
2/13 Strategic Partners is a financial advisory practice which consists of 16 financial professionals located in Wayne, PA. The team serves approximately 350 families and has over $1.5 billion in client assets as of March 2026. This growth-focused team provides financial planning and wealth management services to corporate executives, business owners, and wealthy families.
We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth.
What You'll Do- Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, and communicating the status of transactions to clients and Advisors
- Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions)
- Work with partners and team members to respond to client requests
- Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
- Proactive outreach to clients to share practice services, including their digital experience
- Use CRM platform to manage and document all workflows
- Participate in projects and internal working groups to ensure our client's needs are represented in practice plans
- Provide support for advisors by answering phones and responding to client requests
- Support Advisors and our practice with operational tasks
- Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
- Natural desire to be a problem solver
- Anticipate challenges and address them
- Take pride in your attention to detail
- Ability to manage changing priorities in a day, and set expectations with others
- Experience in Word, Excel, PowerPoint, Outlook, and Adobe
- Experience in Client Relationship Management system (Salesforce preferred)
- Experience in custodian platform (Schwab preferred)
- FINRA Securities licenses a plus
- Bachelor's degree preferably in business, accounting, finance, economics, or related experience
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
About Hightower Advisors
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Chicago, IL, US
Year founded
2007