Administrative & Client Support Coordinator

One of our top growing financial service practice's that is dedicated to helping families and business owners create strong financial futures through thoughtful planning, protection, investments and long-term strategies is hiring for an Administrative & Client Support Coordinator.

We are currently looking for a highly organized, detail-oriented Administrative & Client Support Coordinator to oversee and streamline day-to-day operations and deliver an exceptional client experience.

This role offers the opportunity to become a key part of a boutique-style financial practice and contribute meaningfully to overall growth, efficiency and client support.   

Key Responsibilities

• Manage client follow-ups and ongoing communication


• Track insurance and investment applications through various stages


• Coordinate documentation, signatures, and policy delivery


• Maintain CRM/client r...