Administrative Coordinator

J BLACK FINANCIAL GROUP, a successful and rapidly growing boutique wealth management firm, is seeking an Administrative Coordinator to join our dynamic, collaborative team. This role is essential in supporting our business while also elevating the client experience. With plans to double in size every few years, we are looking for talented, hard-working individuals who not only excel in their specific role but are also committed to the direction and growth of the firm as a whole.

The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning and risk management (which includes life insurance, disability insurance, income annuities and long-term care insurance).

Responsibilities:

• Manage and coordinate calendars ensuring schedules are organized and aligned with business needs.
• Onboard new Clients and Prospects in a professional, timely manner.
• Answer routine client service requests and questions.
• Maintain client records and document client communications.
• Plan and manage all Team events.
• Coordinate Client gifts and J BLACK FINANCIAL GROUP merch.
• Provide administrative and office support.
• Work collaboratively and interdependently with Team Members.

Requirements:

• Bachelors’ Degree in relevant field or equivalent work experience.
• High attention to detail.
• Ability to prioritize and follow-through with tasks efficiently.
• Strong verbal and written communication, internal and external.
• Always do what’s in the client's best interest.
• Professionalism, high standards and diligence.
• Champions positivity in a fun, collaborative, energic team environment.
• Maintains highest levels of client confidentiality.
• Familiarity with Microsoft Systems (Outlook, OneDrive, OneNote, Excel).

Compensation and Benefits:

• Salary.
• Health insurance.
• Maternity & Paternity leave.
• Short-term and Long-term disability insurance.
• Life insurance.
• 401(K) with employer match.
• Loyalty Program.
• Paid Time Off.
• Team Events and Outings.

**Note**: This job description is intended to provide an overview of the responsibilities and requirements of this role. It is not an exhaustive list of all duties, responsibilities, and qualifications.

J BLACK FINANCIAL GROUP is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.