Office Administrator & Client Experience Associate

Job Description

ABOUT JOB

We are seeking a highly organized, personable, and professional Office Administrator to become the first impression of our firm. This role is ideal for someone who enjoys building relationships, creating memorable client experiences, and helping a business grow from the ground up.As a key member of our team, you’ll wear many hats—from welcoming clients and managing schedules to supporting advisors and helping keep daily operations running smoothly.

.Responsibilities

• Serve as the primary point of contact for clients and prospective clients
• Answer and direct phone calls with professionalism and warmth
• Coordinate calendars, appointments, and meetings
• Assist with client onboarding and administrative processes
• Maintain office organization and support daily operations
• Help coordinate events, client communications, and special projects
• Support advisors and contribute to the growth of the firm

What We’re Looking For

• Excellent communication and interpersonal skills
• Professional appearance and demeanor
• Strong organizational abilities and attention to detail
• Comfortable multitasking in a fast-paced environment
• Proactive, resourceful, and eager to learn
• Experience in client service, hospitality, administration, or financial services is a plus

Pay: $40,000.00 – $60,000.00 per year

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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