Administrative Assistant

About Us

Deane Retirement Strategies is a small Investment Advisory firm in downtown New Orleans dedicated to providing personalized financial services and retirement planning to our clients.

We pride ourselves on building strong, long-term relationships and delivering customized solutions that meet our clients' unique needs.

We are in search of a dynamic Wealth Management Operations Associate / Client Services Associate.

Job Summary

The Wealth Management Associate will play a vital role in supporting day-to-day operations, client interactions, and administrative functions.

The ideal candidate must have excellent computer, organizational, and communication skills. This role involves a mix of in-office duties and periodic remote work at management’s discretion.

Key Responsibilities

• Provide general administrative support to the office.
• Interact professionally with clients via phone, email, and in person.
• Answer phone calls, respond to client inquiries, and schedule appointments.
• Manage the copy and supply room, printing and mailing client documents.
• Create, manage, and maintain reports for client presentations.
• Build and maintain basic Excel spreadsheets for data tracking and reporting.
• Maintain and manage a file-scanning database, ensuring that all client and firm records are accurate and up-to-date.
• Assist with client onboarding and ongoing client information changes.
• Perform other office-related tasks as required.
• Open and close the office, ensuring a secure and welcoming environment.

Qualifications

• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and general computer skills.
• Ability to learn database management and scanning software.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to multitask and manage time efficiently.
• Must be comfortable interacting with clients and maintaining professionalism.
• Ability to work independently and remotely, as needed.
• Experience in the financial services industry is a plus, but not required.

Education and Experience

• High School Diploma or equivalent (required); Associate’s or Bachelor’s Degree (preferred).
• 2+ years of experience in an administrative or office support role.

Benefits :

• 100% of employee only health insurance premiums paid
• Fully funded Health Savings Account (HSA) for employee only
• 401(k) with employer match
• Paid parking
• Fridays off
• Competitive salary

How to Apply

Interested candidates should submit their resume and a cover letter detailing their qualifications.

We look forward to hearing from you!

Only local candidates with a cover letter should apply.