Office & Client Service Coordinator

Tobias Financial Advisors is excited to announce an opening for a Client Service Specialist on our Wealth Management team! Are you passionate about delivering exceptional client service and have a keen interest in wealth management? Join our dynamic team and help us provide top-notch financial solutions to our valued clients.

Overview

The Office & Client Service Coordinator plays a key role in supporting daily operations and ensuring a smooth, welcoming experience for clients and team members. This position combines administrative, facilities, and client service responsibilities in a professional, team-oriented environment.

Key Responsibilities

• Serve as the first point of contact for the firm, answering and directing calls with warmth and professionalism.
• Manage incoming and outgoing mail, shipping, and office correspondence.
• Coordinate office supply ordering, vendor communications, and basic facility needs.
• Support advisors and team members with scheduling, meeting preparation, and logistics for client and internal meetings.
• Assemble and maintain client materials, reports, and packets for meetings and onboarding.
• Assist with expense tracking, data entry, and document management in support of operations and compliance.
• Help coordinate team events, client recognitions (e.g., birthdays, sympathy notes), and other culture-building activities.
• Provide general administrative assistance to ensure efficient office operations and a positive client experience.

Qualifications

• 2 years of experience in an administrative, office coordination, or client service role.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office (Outlook, Word, Excel) and comfortable learning new systems.
• Professional demeanor with a service-oriented mindset.

About Tobias Financial Advisors

Tobias Financial Advisors (TFA), founded in 1980, is an independent, fee-only financial planning and wealth management firm serving high-net-worth individuals and business owners. We specialize in proactive tax strategies, investment management, and supporting clients through life’s transitions. Our collaborative, values-driven culture empowers our team to deliver exceptional, personalized service while upholding the highest fiduciary standards.

Our Culture and Values

At TFA, we aim to inspire, educate, and prepare our clients to live the lives they want. That vision is supported by our values: integrity, passion, balance, transparency, teamwork, community, family, and a relentless focus on doing what’s right for our clients. We’re proud of our history, but even more excited about our future.