Executive Assistant & Client Relations Coordinator

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
• Uphold confidentiality and professionalism in handling sensitive financial information

Requirements

• 2+ years of experience in client service, customer relations, or administrative support
• Proficiency in Microsoft Office, including Outlook and Excel
• Experience using CRM systems
• Experience communicating directly with clients
• Eligibility 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