Service Coordinator

Our client is a trusted partner in crafting personalized financial solutions tailored to the unique
needs of entrepreneurs, C-Suite executives, and financial professionals. With a dedicated focus on wealth management and tax optimization, our full-service firm specializes in the implementation of comprehensive financial plans, empowering clients to achieve their long-term financial goals with confidence and clarity.
Overall Function
A Service Coordinator specializes in internal operations, calendar management for team/advisors, setting reviews and meetings with current clients and prospects, client service of risk and variable/investment products, and ensuring the maintenance of an efficient and compliant practice. This role is best suited for a highly organized individual who wants to be a part of a fast-paced team.
This role is Full-Time and In Office, with the potential for future remote work opportunities once training has been completed successfully. The coordinator supports the Advisors as well as the team as a whole.
Responsibilities include, but are not limited to:

• Phone clients and referrals; great communication skills required.
• Calendar Management: setting meetings with clients/prospects and sending out invites/Zoom link for appropriate advisor as well as confirms for each meeting.
• Email delegation; review emails and delegate to appropriate team member.
• Follow-through throughout underwriting process; coordinate with clients/underwriters for medical documents etc.
• CRM input; new prospects as well as updating information for existing clients.
• One Drive Management; ensuring all statements/notes are saved appropriately.
• Manage licensing for Advisors to make sure stay in compliant. 
• General administrative work/errands for team

Preferred Qualifications/Licensing

• Bachelor’s Degree, or equivalent relevant work experience
• CRM experience preferred

Required Skills

• Excellent oral and written communication skills

• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to manage multiple projects and assignments in a timely and quality manner
• Ability to embrace change and work in a fast-paced environment
• Able to work both independently and on a team, both internally and with clients
• Ability to maintain confidentiality

Compensation/Benefits

• $60K base + Bonus
• Health Insurance
• 401(k) after one year
• Flexible PTO