Executive Operations & Client Experience Coordinator

Job Description

Job Description

The Executive Operations & Client Experience Coordinator is responsible for keeping Team Allessio organized, responsive, and operating at a high level every day.

You will become the central point of coordination for clients, referral partners, and the leadership team. This role combines executive support, client service, project coordination, and daily operations. You'll serve as the primary executive support to Team Lead Chris Allessio by managing email, priorities, scheduling, communication, client onboarding, CRM organization, and ensuring nothing falls through the cracks.

We're looking for someone with exceptional "people skills"—someone who can make others feel comfortable, confident, and genuinely cared for during one of the biggest financial decisions of their lives.

Your mission is simple:

Deliver an outstanding client experience while helping leadership focus on clients, relationships, recruiting, and strategic growth. This role is expected to evolve as Team Allessio grows. We're looking for someone who embraces change, enjoys learning, and wants to help build an organization—not simply maintain one. We hire for character, coachability, and ownership. Skills can be taught.

$50,000 starting base salary + performance bonuses

Core Responsibilities

• Manage the executive calendar, meetings, travel, and priorities.
• Respond promptly to new leads and schedule consultations.
• Coordinate the client experience from first contact through closing.
• Maintain an accurate CRM and organize follow-up.
• Support Realtor and referral partner relationships.
• Coordinate client events, gifts, and appreciation initiatives.
• Improve systems and processes that help the team operate more efficiently.

A Day in the Life

Every day is different. You might welcome a first-time homebuyer, prepare Chris for an important Realtor meeting, organize client appreciation gifts, coordinate a Lunch and Learn, answer client questions, and make sure tomorrow's schedule is fully prepared.

Before ending each day, ask yourself: "What can I do today to make tomorrow easier?"

Why Top Performers Join Team Allessio

You'll work directly with Team Lead Chris Allessio, have real responsibility, and help build one of New Jersey's fastest-growing mortgage advisory teams. Your ideas matter. Your initiative is valued. Your work has a direct impact on clients, our referral partners, and the future growth of Team Allessio.

Who Should NOT Apply

This role isn't for you if you:

• Need constant direction.
• Wait to be told what to do.
• Struggle with organization or follow-through.
• Become defensive when receiving feedback.
• Dislike learning new technology.
• Are simply looking for an administrative job.

Who Will Thrive Here

You'll probably love this role if you're organized, dependable, calm under pressure, proactive, detail-oriented, and genuinely enjoy helping people. You naturally think ahead and take pride in doing the little things well.

• Outstanding written and verbal communication skills.
• Exceptional interpersonal skills that help clients feel comfortable, informed, and confident.
• A hospitality mindset with a genuine passion for serving people and delivering a white-glove experience.
• Strong organization, time management, and the ability to prioritize multiple responsibilities.
• Professional phone, email, and in-person communication.
• High attention to detail with consistent follow-through.
• Strong problem-solving skills, sound judgment, and high emotional intelligence.
• Self-starter who takes initiative and thrives with minimal supervision.
• Proficiency with Microsoft 365 and comfort learning new technology and AI-powered tools.

Preferred

• 2+ years supporting an executive, sales professional, or leadership team.
• Experience in mortgage, banking, real estate, title, escrow, financial services, or another client-focused industry.
• Experience with CRM platforms (Salesforce, MORE, HubSpot, or similar).
• Experience coordinating executive calendars, events, or client appreciation programs.
• Experience working in a fast-paced, high-accountability environment.

How Success Is Measured

• Fast response to new leads
• 95%+ appointment confirmation rate
• Accurate CRM management
• No preventable calendar conflicts
• Exceptional client service
• Meaningful time returned to leadership each week
• Continuous process improvement

Interview Process

Please submit:

• Resume
• Short cover letter answering the following three questions:
• Why does this role interest you?
• Tell us about a time you anticipated a problem before anyone else noticed it.
• Why do you believe you'd be a great fit for Team Allessio?

About Team Allessio

Top performers don't choose jobs—they choose missions.

Team Allessio is building a world-class mortgage advisory organization dedicated to creating clients for life through exceptional service, trusted relationships, and operational excellence. We're committed to raising the standard for what clients should expect from a mortgage experience—and we're looking for people who want to help build something extraordinary.

We're building more than a mortgage team. We're building a culture of ownership, integrity, hospitality, and continuous improvement. If you're looking for a routine administrative position, this probably isn't it.

Join Our Team

If you're looking for a place where you'll be trusted, challenged, and given the opportunity to make a real impact, we'd love to meet you.

We're looking for someone who wants to grow with us and help build Team Allessio for years to come.