What are the responsibilities and job description for the Front Office Coordinator position at Wiser Wealth Management, Inc.?
About Us
Wiser Wealth Management is currently looking to add new talent to our growing team. We are a rapidly growing financial planning and wealth management firm located in Marietta, GA. Our top priority is providing the best service to our clients and collaborating within our team to meet objectives and expectations in a timely fashion.
About the Role
We are seeking an organized and detail-oriented Front Office Coordinator to join our team. This role plays a critical role of being the first point of contact for clients and prospects, providing friendly and professional assistance via phone, email, and in-person interactions. This position works closely with our client service team and financial advisors to provide administrative and operational support, ensuring we maintain the highest level of client service.
Responsibilities
- Assist clients and prospects via phone, email, and in-person
- Schedule client meetings and coordinate with advisory team
- Assist with client onboarding, including reviewing and scanning internal documents
- Maintain accurate client records in our CRM and related platforms
- Manage other office needs such as running errands, ordering supplies and stocking refreshments
- Complete additional administrative tasks as needed
Qualifications
- A minimum of 3 years of administrative experience in a professional office setting
- Excellent organizational and multitasking skills in a fast-paced environment
- Ability to learn and understand new software and technology relatively quickly
- Strong communications skills (both written and oral)
- Strong work ethic and commitment to the highest standards of excellence
- Strong sense of accountability and ownership of work
- High level of professionalism, discretion and attention to detail
This is a full-time in office position during business hours from 9am to 5pm Monday through Friday. If you are ready to be a part of a growing company, we encourage you to apply today!
How to Apply
Upload a Resume and Cover Letter directly on our website to be considered for this position:
https://wiserinvestor.com/job_openings/front-office-coordinator/
Salary : $50,000 - $55,000