Administrative Coordinator

We are seeking a highly organized, service-oriented Administrative Coordinator to be the welcoming face and steady heartbeat of our office. This role is essential to delivering exceptional client experience while supporting multiple departments across our wealth management firm.

The ideal candidate thrives in a fast-paced environment, enjoys multitasking, takes initiative without being asked, and finds satisfaction in helping others succeed. From greeting clients and managing phones to supporting our financial planning, retirement, insurance, and operations teams, this person plays a key role in keeping daily operations running smoothly and efficiently.

If you’re proactive, detail-driven, and love being the go-to person who makes everything work better we’d love to meet you.

• Answer and direct incoming calls with professionalism and warmth
• Greet clients and visitors, ensuring a welcoming and positive experience
• Maintain a clean, organized, and professional reception area

• Manage incoming and outgoing mail
• Coordinate office supplies and general administrative needs
• Assist with scheduling, document preparation, and general clerical duties
• Support special projects and firm-wide initiatives as needed

• Assist Financial Planning, Retirement, Life Insurance, and Operations teams with daily tasks
• Prepare and update documents, reports, and presentations
• Enter and maintain accurate client data within the CRM system
• Help track workflows and ensure tasks are completed timely
• Contribute to the smooth functioning of overall wealth management operations

• 2+ years of administrative, office support, or client service experience preferred
• Strong multitasking and time management skills
• Self-starter with the ability to take initiative and anticipate needs
• Exceptional attention to detail and organizational skills
• Team-oriented mindset with a willingness to assist across departments
• Professional communication skills (written and verbal)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Comfortable learning and using CRM systems and internal technology platforms

Since 1948, HORAN has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio, Ft. Mitchell, Kentucky, and Pittsburgh, Pennsylvania HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.

Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services.

Securities offered through M Holdings Securities, Inc., an unaffiliated registered broker-dealer, member FINRA / SIPC. Investment advisory services offered by HORAN Wealth Management, registered with the U.S. Securities and Exchange Commission. Not FDIC Insured / No Bank Guarantee / May Lose Value