Our client is a trusted partner in crafting personalized financial solutions tailored to the unique
needs of entrepreneurs, C-Suite executives, and financial professionals. With a dedicated focus on wealth management and tax optimization, our full-service firm specializes in the implementation of comprehensive financial plans, empowering clients to achieve their long-term financial goals with confidence and clarity.
Overall Function
A Service Coordinator specializes in internal operations, calendar management for team/advisors, setting reviews and meetings with current clients and prospects, client service of risk and variable/investment products, and ensuring the maintenance of an efficient and compliant practice. This role is best suited for a highly organized individual who wants to be a part of a fast-paced team.
This role is Full-Time and In Office, with the potential for future remote work opportunities once training has been completed successfully. The coordinator supports the Advisors as well as the team as a whole.
Responsibilities include, but are not limited to:
- Phone clients and referrals; great communication skills required.
- Calendar Management: setting meetings with clients/prospects and sending out invites/Zoom link for appropriate advisor as well as confirms for each meeting.
- Email delegation; review emails and delegate to appropriate team member.
- Follow-through throughout underwriting process; coordinate with clients/underwriters for medical documents etc.
- CRM input; new prospects as well as updating information for existing clients.
- One Drive Management; ensuring all statements/notes are saved appropriately.
- Manage licensing for Advisors to make sure stay in compliant.
- General administrative work/errands for team
Preferred Qualifications/Licensing
- Bachelor’s Degree, or equivalent relevant work experience
- CRM experience preferred
Required Skills
- Excellent oral and written communication skills
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to manage multiple projects and assignments in a timely and quality manner
- Ability to embrace change and work in a fast-paced environment
- Able to work both independently and on a team, both internally and with clients
- Ability to maintain confidentiality
Compensation/Benefits
- $60K base + Bonus
- Health Insurance
- 401(k) after one year
- Flexible PTO
Top Skills
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.