Administrative & Operations Coordinator

Location: On-Site

Position Type: Full-Time

About the Role:

Chemistry Wealth is seeking a highly organized, client-focused Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm.

This role serves as a key point of contact for clients while providing administrative and operational support to advisors and team members. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a professional, fast-paced environment.

Key Responsibilities - May change over time to meet the needs of the firm and can include other duties as assigned.

Client Service:

• Serve as the first point of contact for clients and visitors.
• Deliver a warm, professional, and welcoming client experience.
• Schedule appointments, manage advisor calendars, and coordinate meeting logistics.
• Prepare meeting materials and client communications.
• Track client follow-ups, milestones, and special events.

Administration & Operations:

• Assist with client applications, paperwork, and operational processing.
• Coordinate with custodians and third-party partners to resolve account and service-related issues.
• Maintain accurate records within the firm's CRM and document management systems.
• Track correspondence and ensure timely follow-up on outstanding items.
• Support office operations, including mail handling, supplies, conference rooms, and general administrative tasks.

Team Support:

• Assist with client events, seminars, and special projects.
• Support advisors and team members with day-to-day operational needs.
• Identify opportunities to improve processes and enhance the client experience.

Qualifications

Required:

• Bachelor's degree or equivalent experience.
• 3+ years of client service, administrative, or operations experience.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong customer service mindset and professional phone presence.
• Ability to manage multiple priorities and work independently.

Preferred:

• Experience in wealth management, financial services, banking, insurance, or a professional services firm.
• Familiarity with CRM systems such as Redtail, Wealthbox, or Salesforce.
• Knowledge of financial industry compliance and documentation requirements.

Benefits & Perks:

At Chemistry Wealth, we believe our people are our greatest asset. We offer a comprehensive benefits package designed to support your health, financial well-being, and professional growth.

Health & Wellness:

• Medical, dental, and vision insurance
• Employee Assistance Program (EAP)
• Employee discount programs

Financial Benefits:

• Competitive salary
• 401(k) with automatic employer contribution after one year of employment

Time Off:

• Paid Time Off (PTO)
• Paid holidays

Professional Growth:

• Ongoing training and development opportunities
• Career advancement within a growing firm

Why Join Chemistry Wealth?

You'll be part of a collaborative, client-focused team that values professionalism, growth, and exceptional service. This is an opportunity to build a rewarding career while making a meaningful impact on our clients and our firm.

If you're organized, service-oriented, and eager to grow in a dynamic wealth management environment, we'd love to hear from you.