Part-Time Office Coordinator

Position Overview

Our client is looking for a friendly, organized, and proactive Office Coordinator to join a growing financial planning firm. This is a key position that helps keep their office running smoothly while creating an exceptional experience for their clients. If you enjoy wearing multiple hats, staying organized, and being an important part of a collaborative team, I’d love to introduce you to our client.

Our client believes flexibility is an important part of a positive work environment and one of the many benefits of being part of the team. They understand that work-life balance matters, and we're committed to providing the flexibility that helps employees thrive while continuing to deliver exceptional service to their clients.

This is a part-time role with full-time potential, and some remote work is available.

Key Responsibilities

· Welcome clients and visitors, creating a warm and professional first impression in person and over the phone.

· Coordinate office operations, schedules, and day-to-day administrative activities.

· Manage calendars, appointments, and meeting logistics for advisors.

· Prepare client meeting materials and assist with follow-up communications.

· Maintain accurate client records and assist with account paperwork and document management.

· Support client communications, appointment reminders, and general inquiries.

· Coordinate client workshops, educational events, and office activities.

· Help maintain an organized, efficient, and professional office environment.

· Collaborate with team members to improve processes and ensure exceptional client service.

· Handle confidential information with the highest level of professionalism and integrity.

Qualifications

· Three to five years’ experience in an administrative, office coordination, customer service, or executive support role preferred.

· Experience in financial services, banking, insurance, or another professional office environment is a plus but not required.

· Outstanding organizational and time-management skills with exceptional attention to detail.

· Strong verbal and written communication skills.

· Positive attitude with a genuine desire to help others.

· Proficiency with Microsoft Office and the ability to quickly learn new software systems.

· Ability to prioritize multiple responsibilities in a fast-paced, growing business.

· Self-motivated, dependable, and comfortable working both independently and as part of a team.

· Must take personality assessments and pass a background check.

Our Client Offers

· A welcoming, collaborative, and supportive work environment.

· Opportunities for professional development and career growth as our firm continues to expand.

· Meaningful work that helps individuals and families achieve their financial goals.

· A team that values integrity, professionalism, and building lasting client relationships.

· The opportunity to play an important role in the continued success and growth of our firm.

About Our Client

They are a growing financial planning firm dedicated to helping clients pursue their financial goals with confidence. Your direct report has over 20 years of industry experience and takes pride in building lasting relationships through exceptional service, personalized advice, and a genuine commitment to doing what's in the clients' best interests. As they continue to grow, there is a need for someone who is organized, positive, and passionate about creating an exceptional client experience while contributing to the success of the team.

Position Info

· This position has room to grow from a part-time to full-time role.

· Bonus Potential: Quarterly bonuses are available.

· Weekly Hours: Weekly 29 Mon – Thur: On-Site 6 Hours and Friday Remote 5 Hours

Hybrid work-from-home option may be considered

Pay: $24.00 - $26.00 per hour

Experience:

• Office management: 3 years (Required)

Work Location: In person

Salary : $24 - $26