Administrative Assistant

Financial Center Client Relations Coordinator

The Financial Center isn't a call center or a back-office operation. We're a boutique firm where we build real relationships with clients, and need someone who gets why that matters. You'll be the person clients hear when they call, the one coordinating their onboarding, the first point of contact who sets the tone for how we treat people.

This role is about making our lives easier so we can focus on serving clients better. You'll handle the details, solve the problems, and keep things running smoothly. If you've worked in financial services and actually enjoyed the client-facing parts more than the back-office parts, this might be exactly the role you're looking for.

You'll manage the day-to-day operations that keep client relationships strong. That means answering phones and emails, coordinating client appointments and meetings, and handling the paperwork side of onboarding new clients alongside our advisory team. You'll pull together client files, process account paperwork, prepare mailings, and keep our data accurate and organized.

You'll also be the person clients interact with when they have questions or concerns. You'll follow up on their requests, keep track of what we've promised, and make sure nothing falls through the cracks. In a smaller firm like this, you'll see the full picture of what our clients need, and you'll have a real voice in how we deliver on it.

On the operational side, you will keep our systems running smoothly, and help coordinate workflows across the team. You'll stay on top of what services we offer so you can speak intelligently with clients about what we can do for them.