Client Service and Operations Coordinator

Job Description

Job Description

Investment Admin II

Location: West Chester, Ohio
Job Type: Full-Time
Compensation: $45,000–$60,000 (commensurate with experience)

DLAK Wealth Advisors is the fastest-growing Investment Management Advisory firm in Southwest Ohio. As a local, client-focused firm, we proudly serve over 600 families and manage more than $690 million in assets. We are currently seeking an Investment Admin II to join our dynamic and collaborative team.

This role is ideal for someone who thrives in a fast-paced environment, is detail-oriented, and has experience supporting operational and administrative functions in a professional setting. You will be instrumental in ensuring the efficiency of business processes and delivering an outstanding client experience.

Key Responsibilities

Operational & Administrative Support

• Oversee client onboarding, account openings, transfers, documentation, and asset movements (distributions, contributions, service requests).
• Maintain and present tracking spreadsheets and other operational data.
• Keep CRM systems accurate and up to date.
• Schedule client meetings and coordinate multiple team calendars.

Communication

• Respond to client and colleague inquiries promptly and professionally via phone and email.
• Maintain clear and effective written and verbal communication in all interactions.

Team & Project Support

• Lead the production of the firm’s quarterly newsletter, including leading monthly meetings and coordinating with team members throughout the process.
• Collaborate with the creative team on monthly podcasts and video content.
• Plan and execute client-facing events and internal team functions.

Qualifications

Required:

• Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
• High attention to detail and a commitment to accuracy.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Excellent verbal and written communication skills.
• A proactive, self-motivated attitude with a focus on providing exceptional service.

Preferred (but not required):

• 1+ year of experience in a financial or investment-related administrative role.
• Familiarity with investment or portfolio management systems (training will be provided).
• Bookkeeping experience is a plus.

This is a great opportunity to grow with a respected and expanding firm that values teamwork, professionalism, and client service. If you’re looking for a role that combines organization, creativity, and impact, we’d love to hear from you.