- Support our financial advisors and other team members through organized coordination and proactive communication.
- Manage advisor's calendar & schedule meetings.
- Answer phone calls and greet clients upon arrival. Serve as the first point of contact for our clients, ensuring a warm, welcoming, and efficient interaction.
- Plan and coordinate client events. Engage with clients and maintain high standards of client service at all times.
- Participate in continuous improvement initiatives to enhance client satisfaction and office efficiency.
- Contribute to team efforts by accomplishing related results as needed.
- Account Management
- Open and service accounts at the custodian (Charles Schwab)
- Update and maintain financial planning software
- Update and maintain client relationship management (CRM) system (Tamarac)
- Develop systems and processes for efficiency
- Marketing Responsibilities
- Create and manage social media postings to blog and client newsletters
- Proven experience in administrative roles; experience in financial services preferred but not required.
- Exceptional attention to detail and a strong work ethic.
- Excellent interpersonal and communication skills.
- High level of curiosity and eagerness to learn about the financial planning industry.
- Ability to work collaboratively in a team-oriented environment.
- 2+ years of business or office administration experience.
- Ability to multi-task in a fast-paced environment with attention to accuracy and detail.
- Highly proficient at Microsoft Office Suite, Outlook Calendar, working knowledge of Excel spreadsheets.
- Excellent organizational, time management, and communication skills.
- Ability to recognize opportunities to improve and streamline processes.
- Discretion in handling confidential materials and information.
- Ability to work in a small office environment.
- Bachelor's or Associate degree
- Experience in the financial services industry.
- Benefits include partly paid healthcare, a 401(k) plan with a 100% match on the first 3% of contributions, two weeks of paid vacation (increasing with tenure), and an annual $1,000 match for charitable contributions.
- Customer service: 2 years (Preferred)
- O Fallon, IL Required)
- O Fallon, IL 62269: Relocate before starting work (Required)
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Administrative Coordinator - O'Fallon, United States - Clark Wealth Partners
Description
About Us:
Clark Wealth Partners is an independent registered investment advisory firm headquartered in Illinois. The specific position is working with our team of five, including three Financial Advisors and two administrative support, to help with day to day operations to help grow the practice and serve the client base more effectively. This position is located in O'Fallon, Illinois.
About You:
As an Administrative Coordinator, you will be a cornerstone of our operations, ensuring our office runs smoothly and our clients receive outstanding service. This role is ideal for a dynamic, service-oriented professional who thrives in a collaborative team environment. You will initially be responsible for various administrative duties and will serve as the primary point of contact for our clients, setting the tone for their experience with us. Your role is pivotal in maintaining our reputation for attentive and personalized service. This key team member should be a self-starter who can independently anticipate needs, maintain a strong customer focus, enjoy working as part of a small team, have excellent planning and organizing skills, attention to detail and accuracy, as well as possess great communication skills.
About the Job: Administrative Coordinator
· Administrative and General Office Tasks
o Create and send client communications. Handle administrative duties with precision, including correspondence, and document management.
o Manage day to day office responsibilities – ordering supplies, mail, etc.
Requirements:
Career Path
· The successful candidate will have the opportunity to grow into the Director of Operations within 3-5 years, depending on performance and business needs.
Preferred but not required:
Schedule:
This is an in-office position. General working hours are 8:30 to 4:30 Monday-Friday in our O'Fallon, Il office.
Compensation & Benefits:
· $40K+ - depending on experience.
· Bonus potential if financial advisor achieves annual goals.
· Paid holidays and vacation time
How to Apply:
Interested candidates should submit a resume and a cover letter outlining their qualifications and why they are a good fit for the role at Clark Wealth Partners. Applications should be sent via email to:
Join us at Clark Wealth Partners, LLC, where your work is not just a job, but a path to a rewarding career helping others achieve their financial goals.
Job Type: Full-time
Pay: $40, $55,000.00 per year
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
