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 day-to-day administrative activities.
• Coordinate account opening, closing, maintenance, documentation, funds transfers, check requests, and asset transfers.
• Prepare client correspondence, investment policy statements, KYC customer information renewals, and other client deliverables.
• Maintain accurate records, client files, records management databases, and document storage schedules.
• Schedule meetings, resources, travel, expenses, calendars, office supplies, and meeting arrangements.
• Support client prospecting, research, project work, issue resolution, and operational efficiency while following risk and privacy controls.

Requirements

• BS/BA degree or equivalent work experience.
• 0–3+ years of industry experience preferred; 10+ years preferred without a BS/BA degree.
• Strong problem-solving, research, data-gathering, organizational, time-management, and prioritization skills.
• Professional verbal and written communication skills and the ability to resolve or escalate issues appropriately.
• Ability to manage multiple projects, meet deadlines, work under pressure, and collaborate in a team environment.
• Demonstrated PC skills and strict adherence to confidentiality, privacy, risk, and procedural controls.

Nice to have

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

Culture & Benefits

• Partnership-based approach to client service and professional relationships.
• Collaborative environment focused on collective problem-solving and knowledge sharing.
• Opportunities for mentoring, professional development, and broadening impact beyond the daily role.
• Long-term investment in relationships, technology, products, and employee development.
• Commitment to diverse experiences, transferable skills, and equal employment opportunity.