JSO Partners
Blue Bell, PA

JSO Partners is a growing wealth management practice dedicated to helping individuals and families achieve financial confidence through comprehensive financial planning and investment management. We pride ourselves on building lasting relationships with our clients through exceptional service, integrity, and personalized advice.

We are seeking a highly organized, polished, and service-oriented Executive Administrative Assistant to join our team. This individual will provide administrative support to our advisors while helping create a welcoming, professional, and hospitality-focused experience for every client who interacts with our firm.

This position is ideal for someone who enjoys working with people, takes pride in anticipating needs, and thrives in a fast-paced professional environment where attention to detail and exceptional service are highly valued. Bilingual Korean-English candidates are strongly preferred, as many of our clients are Korean-speaking.

Primary Responsibilities

Client Experience & Hospitality
• Greet clients and visitors warmly, both in person and by phone, creating a welcoming and professional first impression.
• Deliver a premium client experience by anticipating client needs and ensuring every interaction reflects the firm's high standards of service.
• Prepare conference rooms for client meetings, including refreshments and presentation materials.
• Maintain a clean, organized, and welcoming reception and meeting areas.
• Assist with special client events, educational seminars, and appreciation programs.

Executive & Administrative Support
• Provide administrative support to financial advisors and leadership.
• Manage advisor calendars, schedule client meetings, and coordinate appointments.
• Prepare meeting materials, organize client files, and assist with follow-up tasks.
• Attend meetings as needed and transcribe notes or action items.
• Maintain accurate client records within the firm's CRM and document management systems.
• Perform general administrative duties to support the efficient operation of the office.

Client Communication
• Serve as a primary point of contact for client inquiries via phone, email, and in person.
• Coordinate outbound client communications regarding appointments, paperwork, and follow-ups
• Communicate professionally and compassionately while maintaining strict confidentiality.
• Assist Korean-speaking clients with communication when appropriate.

Client Relationship Management
• Coordinate client milestone recognition, including birthdays, retirements, and other special occasions.
• Order thoughtful client gifts and prepare personalized cards and correspondence.
• Assist with planning and coordinating client appreciation events, educational workshops, and community gatherings.
• Help ensure every client interaction reflects the firm's commitment to exceptional service and long-term relationships.

Office Operations
• Maintain office supplies and coordinate vendor orders as needed.
• Organize incoming and outgoing mail, deliveries, and office correspondence.
• Assist with technology, facilities, and other operational projects.
• Perform other administrative and operational duties as assigned to support the success of the firm.

Qualifications
• 3+ years of experience in an executive administrative, client service, hospitality, or professional office environment.
• Exceptional organizational skills with the ability to manage multiple priorities simultaneously.
• Outstanding verbal and written communication skills.
• Professional appearance and polished interpersonal skills.
• Strong attention to detail and commitment to accuracy.
• Ability to exercise discretion and maintain confidentiality.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and the ability to learn new technology quickly.
• Fluency in both Korean and English is strongly preferred.

Interested candidates should please call our office at (215) 283 -3131 and ask for Hyeran Paek.