Administrative & Client Support Coordinator

One of our top growing financial service practice's that is dedicated to helping families and business owners create strong financial futures through thoughtful planning, protection, investments and long-term strategies is hiring for an Administrative & Client Support Coordinator.

We are currently looking for a highly organized, detail-oriented Administrative & Client Support Coordinator to oversee and streamline day-to-day operations and deliver an exceptional client experience.

This role offers the opportunity to become a key part of a boutique-style financial practice and contribute meaningfully to overall growth, efficiency and client support.   

Key Responsibilities

• Manage client follow-ups and ongoing communication
• Track insurance and investment applications through various stages
• Coordinate documentation, signatures, and policy delivery
• Maintain CRM/client records and administrative workflows
• Schedule meetings and assist with calendar coordination
• Support onboarding and client service processes

Ideal Candidate

• Experience in financial services, insurance, investments, or administration is a strong asset
• Strong organizational and time management skills
• Resourceful, proactive, and comfortable managing responsibilities independently
• Professional written and verbal communication
• Comfortable managing multiple moving pieces at once
• Detail-oriented and process-driven
• Client-service focused with a warm, professional approach
• Familiarity with CRM systems, DocuSign, Microsoft Office, or similar tools is beneficial

Why Join?

This is a support-focused position best suited for someone who enjoys being the organizational backbone of a growing practice, and takes pride in creating structure, consistency and a smooth client experience.  Flexibility and long-term growth potential are important aspects of this opportunity.

The right candidate will become an important part of a collaborative and client-focused environment where professionalism, trust, and strong relationships matter.

Pay Range - $22.00-$25.00 per Hour