Client Experience Coordinator

Four Seasons Wealth Management is seeking an energetic, diligent and creative individual to join our team!

The Client Experience Coordinator is the first point of contact. The coordinator will make sure the office runs efficiently and in compliance with company policies. You are expected to welcome guests and greet people who visit the business. You also direct front-desk activities, including distributing correspondence and directing phone calls.

Responsibilities

  • Office Management
  • Client Care
  • Meeting Preparations, Scheduling, Confirming
  • Event Planning and Preparation
  • Email Marketing
  • Client Gifts
  • Calendar Management
  • Office Supplies
  • Salesforce Data Entry
  • Special Projects as needed

Qualifications:

  • 3-5 years’ experience as an administrative assistant, office manager or other relevant role
  • Proficiency with Microsoft Office Suite particularly Outlook
  • Tech savvy with the desire and ability to learn new technologies

Requirements

  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer service attitude

Benefits:

  • Health, Dental, Vision Insurance
  • 401k with non-elective safe harbor
  • FSA
  • Long- and Short-term disability
  • Holiday and Paid Time Off