Client Service & Administrative Coordinator

About Bridger Financial Group

Bridger Financial Group is an established financial planning and wealth management firm dedicated to helping individuals, families, and business owners make confident financial decisions.

We believe exceptional client service is at the heart of everything we do. Our team is collaborative, growth-oriented, and committed to creating a first-class experience for every client we serve.

Position Overview

We are seeking a highly organized, detail-oriented Client Service & Administrative Coordinator to support our advisors, clients, and operations team.

This position serves as a key member of our client service team, helping ensure a smooth and professional experience for clients while supporting the daily operations of the firm. The ideal candidate enjoys organization, communication, technology, and working in a fast-paced professional environment.

This role offers the opportunity to grow within a successful financial planning firm and develop skills in client service, operations, financial planning support, and practice management.

Schedule: Monday - Friday 8:30am - 5:00pm

Responsibilities

Client Service

• Welcome clients and visitors to the office and create a positive first impression
• Coordinate meeting logistics and prepare conference rooms
• Assist with scheduling appointments and calendar management
• Support client onboarding and account maintenance processes
• Handle routine client service requests and follow-up communications
• Maintain accurate client records and notes within firm systems
• Assist in delivering a high-touch client experience that reflects the firm's service standards

Administrative Support

• Process paperwork and assist with document management
• Maintain electronic filing systems and client records
• Support internal workflows and task management
• Assist with compliance-related administrative tasks
• Coordinate office supplies and vendor relationships
• Support team reporting and administrative projects
• Maintain organization and efficiency across firm operations

Marketing & Event Support

• Assist with client events, workshops, and webinars
• Coordinate client appreciation initiatives and gifts
• Support direct mail campaigns and marketing activities
• Prepare materials for meetings and events
• Assist with special projects and firm initiatives as needed

Technology & Systems

• Maintain CRM records and workflow systems
• Assist with data entry and database management
• Utilize Microsoft Office, Redtail CRM, Monday.com, and other firm technology platforms
• Help ensure consistency and accuracy across firm systems

Qualifications

Preferred Qualifications

• 2+ years of administrative, client service, office support, or customer service experience
• Strong organizational and time-management skills
• Excellent verbal and written communication abilities
• High attention to detail and accuracy
• Proficiency in Microsoft Office
• Ability to prioritize multiple tasks and deadlines
• Professional demeanor and strong interpersonal skills

Helpful but Not Required

• Financial services experience
• CRM experience
• Event coordination experience
• Experience in a professional office environment

What We Are Looking For

The ideal candidate is:

• Professional and polished
• Highly organized
• Dependable and proactive
• Comfortable learning new technology
• Client-focused and service-oriented
• A strong team player
• Committed to continuous improvement
• Able to manage multiple priorities while maintaining attention to detail

Compensation & Benefits

• Salary range: $40,000 - $45,000 annually depending on experience
• Quarterly performance bonus opportunity
• SIMPLE IRA retirement plan with employer matching contributions
• Group long-term disability insurance
• Paid time off (PTO)
• Paid company holidays
• Professional development and training opportunities
• Hybrid work flexibility consistent with company policies
• Opportunity for career growth within an established financial planning firm
• Supportive, collaborative, and team-oriented work environment

In addition to base salary, team members are eligible to participate in our quarterly bonus program, providing the opportunity to earn additional compensation based on individual and team performance.

Why Bridger Financial Group?

At Bridger Financial Group, we are committed to helping clients navigate important life and financial decisions. Every team member plays an important role in delivering that experience. We believe in developing our people, recognizing contributions, and creating opportunities for growth within the organization.

If you are organized, client-focused, and excited to contribute to a growing financial planning firm, we encourage you to apply.

To apply, please submit your resume and a brief cover letter explaining why you would be a great fit for our team.

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