What are the responsibilities and job description for the Executive & Client Services Coordinator (Financial Services) position at Julie S Menack, 21st Century Care Solutions?
Are you a seasoned administrative professional who takes pride in precision, efficiency and follow‐through?
We are seeking an Executive & Client Services Coordinator (Financial Services) to provide high‐level administrative and fiduciary support to a senior leader working closely with individuals, families, and trusted professional advisors. This role is ideal for someone who values accuracy, ownership, and professionalism—and who finds satisfaction in keeping important work moving forward smoothly and correctly.
What you’ll do
- Serve as a trusted administrative partner to the executive by independently managing a complex calendar, including court appearances, banking engagements, client meetings, vendor coordination, property visits, and renewals of insurance, licensing and certifications
- Monitor the executive’s emails; file and retain legal and financial records; and drive follow‐up as directed to ensure timely completion
- Ensure the executive is fully briefed and prepared for meetings and correspondence
- Conduct administrative and background research and synthesize information into clear, well‐organized materials for executive review and decision‐making
- Prepare, submit, track, and resolve asset‐related and fiduciary documentation
- Track banking transfer requests and coordinate execution with the executive, ensuring proper documentation and timeliness
- Track case and probate court deadlines for accountings, status reports, and other required filings
- Consistently and accurately track client billable time on a daily basis
- Act as a central point of administrative communication regarding case activity and legal matters, coordinating with staff as directed
- Maintain and update the executive’s and company’s professional social media presence
- Provide backup administrative coverage as needed
Who you are
- Exceptionally organized, dependable, and trusted to handle important details
- Experienced (5 years) supporting senior leaders in high‐level administrative roles
- Experienced in legal, accounting, financial services, fiduciary, compliance, or wealth‐management environments (strongly preferred)
- Competent and efficient with structured, detail‐heavy work
- Self‐directed, reliable, and attentive to accuracy and completeness
- Excellent verbal and written communication skills
- Proficient in Microsoft Outlook, Word, and Excel
Role details
- Full‐time, non‐exempt
- In-person only
- $30-34/hour (DOE)
- Valid California driver’s license and insurance required (occasional local driving)
- Notary Public preferred, or willing to get commissioned following 3 months of hire (paid by the company)
This role is best suited for someone who finds satisfaction in doing important work well—often behind the scenes—and who brings maturity, judgment, and professionalism to everything they touch.
*21st Century Care Solutions is an Equal Opportunity Employer. All applicants will be considered for employment without regard to race, color, national origin, ancestry, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, age (40 ), genetic characteristics, medical conditions, pregnancy, disability, military or veteran status, or any other characteristic protected by law.
Salary : $30 - $34