Private Client Assistant (Fintech)

Location: Philadelphia, United States

Company

hirify.global is a global financial services firm providing investor services, private client management, specialist expertise, and technology solutions.

What you will do

• Support Relationship Managers, Relationship Associates, and Managing Directors with daily administrative activities.
• Coordinate account opening, closing, maintenance, funds transfers, check requests, asset transfers, and client balance inquiries.
• Prepare client correspondence, KYC customer information renewals, investment policy statements, and related account documentation.
• Maintain accurate client records, records-management databases, storage schedules, and confidential materials.
• Schedule meetings, rooms, equipment, travel, expenses, calendars, and other office resources.
• Support client prospecting, research, project work, issue resolution, and administrative process improvements.

Requirements

• BS/BA degree or equivalent work experience.
• 0–3+ years of industry experience preferred; 10+ years preferred in lieu of a BS/BA degree.
• Strong problem-solving, research, data-gathering, organizational, prioritization, and time-management skills.
• Professional verbal and written communication skills, attention to detail, and the ability to work under pressure and meet deadlines.
• Ability to identify, escalate, and resolve issues while working effectively in a team environment.
• Compliance with privacy, confidentiality, risk guidelines, and procedural controls is required.

Nice to have

• Knowledge of Microsoft Excel, Microsoft Access, CRM systems, and the Addvantage accounting system.
• Familiarity with private client investment products, capital allocation strategies, and private banking credit markets.

Culture & Benefits

• Partnership-oriented environment focused on long-term client and employee relationships.
• Collaborative culture with access to colleagues, mentoring, and professional development.
• Emphasis on stability, continuous evolution, innovation, and collective problem-solving.
• Workplace committed to diverse experiences and transferable skillsets.