Position Overview

The Executive Assistant & Client Relations Coordinator plays a key role in delivering a high-touch, client-centered experience aligned with our clients' commitment to transparency, trust, and proactive financial planning. The Executive Assistant & Client Relations Coordinator serves as a primary point of contact for clients, ensuring seamless communication, exceptional service, and strong relationship management throughout the client journey.

Our client believes building lasting relationships and providing clarity around complex financial matters is central to everything they do.

Key Responsibilities

Serve as the first point of contact for client inquiries via phone, email, and in-person interactions
Build and maintain strong, long-term client relationships through consistent communication and follow-up
Coordinate and schedule client meetings, reviews, and check-ins
Assist advisors with client onboarding, including data collection and account setup
Maintain accurate and up-to-date client records within CRM systems
Prepare client meeting materials, reports, and documentation
Ensure timely follow-through on client requests and service needs
Support the implementation and ongoing servicing of financial plans
Collaborate with internal team members and external partners (e.g., CPAs, attorneys) as needed
Uphold confidentiality and professionalism in handling sensitive financial information

2+ years of experience in client service, customer relations, or administrative support
Proficiency in Microsoft Office, including Outlook and Excel, and experience using CRM systems
Experience communicating directly with clients
Eligible to work in the United States

Preferred Qualifications

Financial education or industry experience
Experience in financial planning, wealth management, or the insurance industry
Familiarity with financial terminology and processes
Bachelor’s degree in business, finance, or a related field

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