Front Office Manager / Client Concierge / Digital Marketing Assistant

Job Summary:

We are seeking a full-time Front Office Manager / Client Concierge / Digital Marketing Assistant to help manage our physical office operations and support our growing online presence. In this dual-focus role, you will serve as a primary point of contact for our clients—handling day-to-day office administration, scheduling, and account onboarding—while leveraging modern technology and AI tools to drive our marketing and events. Pay will be $42,000 to $46,000 per year, depending on experience.

Key Responsibilities:

Office & Client Support

• Phones & Scheduling: Professionally manage incoming communications and maintain the office meeting calendar.
• Client Concierge: Deliver exceptional service and support to clients during routine interactions and service inquiries.
• Account Processing: Oversee new client account setups, process account transfers, and ensure a seamless onboarding experience.
• Office Administration: Handle daily office operations, including mail management, supply inventory, and general administrative upkeep.

Marketing & Technology

• Marketing Operations & Prospect Management: Manage prospect email lists, contact records, webinar registrations, event logistics, and LinkedIn outreach. Maintain accurate prospect information, coordinate communications and follow-ups, and ensure marketing activities are organized and completed from start to finish.
• Technology, AI & Process Improvement: Use CRM, email marketing software, LinkedIn, and other AI tools to streamline marketing operations and automate repetitive tasks. Use technology to help personalize prospect communications, improve follow-up processes, and increase efficiency. Identify opportunities to improve existing systems and processes.

What Makes a Great Candidate

• Highly detailed and meticulous: Takes pride in accuracy, organization, and getting the small things right.
• Technologically capable: Comfortable learning new software and technology quickly.
• A fast learner: Able to learn new skills, systems, and processes with limited hand-holding.
• A strong task manager: Can take ownership of a task or project from start to finish, stay organized, manage deadlines, and communicate throughout the process.
• Coachability and humility: Willing to take direction, accept feedback, ask questions, and continuously improve. Comfortable being part of a team where everyone is expected to learn and contribute.
• Reliable and accountable: Follows through on commitments and takes ownership when something needs to be fixed or completed.

About Capital Strategies Group

Capital Strategies Group is a growing financial planning and wealth management firm focused on helping high-income professionals make the most of their income, investments, benefits, and equity compensation. We take a comprehensive, planning-first approach and work closely with our clients to help them make smart financial decisions throughout their careers.

How We Work

Everyone in our organization plays an important role. We value people who take ownership, communicate clearly, pay attention to details, and look for ways to make things better.

You won't be expected to know everything when you start. We value people who are willing to learn, ask questions, take feedback, and improve. At the same time, we want someone who can eventually take ownership of responsibilities without needing to be told what to do at every step.

Required:

• Excellent organization and attention to detail
• Strong written and verbal communication
• Comfortable learning technology
• bility to manage multiple priorities
• Ability to follow instructions and processes
• Professional and friendly with clients
• Strong follow-through

Preferred:

• Experience in financial services
• Experience with CRM systems
• Experience with email marketing
• LinkedIn experience
• Webinar/event management
• Experience with AI tools (Claude, ChatGPT, etc.)
• Microsoft Office/Google Workspace experience