Financial Coordinator (Financial Services)

Pay: $60,000.00 - $75,000.00 per year

Job description:

Client Service Administrator (Financial Services)

Company: Ensign Partners

Website: https://www.ensignpartners.com/

About Ensign Partners

Ensign Partners brings simplicity to complexity by integrating financial, tax, insurance, financial, and coaching under one roof. Our clients receive one coordinated plan, one trusted team, and a clear path forward that helps them reach new heights as a business owner.

We are a values-driven firm built on professionalism, trust, and long-term relationships. Every role at Ensign matters. We believe great client experiences are created through consistency, accuracy, and people who take pride in doing things the right way.

Position Overview

Ensign Partners is seeking a highly organized and experienced Financial Operations Coordinator to support and stabilize our financial services department.

This role is responsible for ensuring that client onboarding, paperwork, billing, reporting, and operational workflows are completed accurately and on time. You will work closely with advisors and internal teams to bring structure, organization, and consistency to day-to-day financial operations.

This is a hands-on role. You will be expected to both execute the work directly and help ensure that processes are followed and work is completed without gaps.

This is a full-time, in-office position, Monday through Friday.

Key Responsibilities

• Prepare, process, and submit client paperwork including account openings, transfers, maintenance forms, annuity documentation, and custodial forms
• Manage and follow up on client service requests with accuracy and timeliness
• Serve as a primary point of contact for client administrative needs via phone, email, and in person
• Coordinate with advisors and internal teams to ensure client requests and deliverables are completed efficiently and correctly
• Maintain accurate and up-to-date client records within CRM, portfolio management, and planning systems
• Monitor paperwork status and proactively resolve missing information, delays, or processing issues
• Support and maintain organization across financial operations, including onboarding, billing, reporting, and compliance workflows
• Track incoming work, prioritize tasks, and ensure nothing falls through the cracks
• Identify gaps or inefficiencies in current processes and help bring structure and consistency to the department
• Assist with annuity servicing, including applications, updates, and ongoing maintenance
• Support compliance-related documentation, recordkeeping, and internal procedures
• Provide general administrative and operational support to the financial advisory team

Qualifications

• Required background in client service or administrative roles within financial services, ideally supporting an RIA or wealth management firm
• Required hands-on experience working with annuities
• Ability to step into an existing environment and get up to speed quickly with minimal hand-holding
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced, professional environment
• Professional demeanor with a client-first mindset
• Proficiency with Microsoft Office and general office technology
• Experience with Wealthbox CRM, AssetMark, and eMoney preferred

Core Values You Embody at Ensign Partners

• Enjoy the Journey: You bring steadiness, positivity, and professionalism to your work.
• Move the Cheese: You anticipate needs and adapt as processes evolve.
• Be Your Best: You care deeply about accuracy, presentation, and follow-through.
• Aim to Win: You take ownership and see tasks through without constant oversight.
• Raise the Bar: High standards come naturally to you.
• Keep Your Word: You do what you say you will do, every time.
• Stronger as One: You collaborate well and understand your role supports the whole team.

Why Join Ensign Partners

Ensign Partners is intentional about building a workplace where people are trusted, supported, and held to high standards. This role is essential to delivering the consistent, high-quality experience our clients expect.

Joining Ensign means:

• Being part of a mission-driven, people-first firm
• Working in a professional, organized, and collaborative environment
• Having clear expectations and the ability to take pride in your work
• Contributing meaningfully to a growing, respected organization

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work Location: In person