We manage a highly professional, full-service, boutique financial advisory practice. As a family-owned, independent, registered investment advisory firm, we prioritize our clients’ needs above all else, where we pride ourselves on upholding the highest level of fiduciary standards of care and commitment. We genuinely enjoy our time together and are looking for someone amazing to add to our team. Culture is important to us, and we are willing to help coach and develop someone’s skillset if they are a good fit for our team.
Position Overview:
We are seeking a detail-oriented and highly organized Client Services Coordinator to join our team. This role is crucial in supporting day-to-day operations, ensuring smooth workflow, and providing exceptional support to clients. The ideal candidate will be proactive, efficient, and able to manage multiple tasks with minimal supervisor and a focus on accuracy and deadlines.
Key Responsibilities:
Provide administrative support to the team, including managing schedules, organizing meetings, and coordinating appointments
Client communication and follow-ups
Coordinate office operations, ensuring that systems and processes run smoothly
Handle office supply inventory and procurement
Assist in managing internal communication, ensuring information is shared effectively across departments
Organize and maintain filing systems, both physical and electronic
Support project management activities, including tracking project timelines and assisting with deadlines
Assist in preparing and organizing events, workshops, or meetings
Maintain and manage the office calendar and coordinate scheduling conflicts
Serve as a point of contact for vendors and external partners
Required Qualifications:
Proven experience as an administrative coordinator, office manager, or similar role. A minimum of three years’ experience is required
Strong organizational skills with the ability to multitask and prioritize effectively
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other office management software
Integrity, reliability, and honesty
Ability to handle sensitive information with confidentiality and discretion
Detail-oriented with excellent problem-solving abilities
Strong time management skills and ability to work independently
Preferred Qualifications:
College degree or requisite experience
Knowledge of basic office equipment and technology
Work Environment:
Fast paced and collaborative office environment
Requires adaptability to changing priorities and tasks
What We Offer:
Competitive Pay: Compensation: D.O.E.
Career Advancement: The path to professional growth starts here
Upon successful completion of a 90-day probationary period, the candidate will be eligible for a medical stipend to help offset the cost of insurance
Additional benefits to be determined
How to Apply:
Please submit your resume and a brief cover letter outlining your relevant experience and qualifications for the Client Services Coordinator position
Equal Opportunity Employer.