Client Experience Admin & Coordinator
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-08-22
Listing for:
Wealth Advisors Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Admin Assistant, Clerical -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Admin Assistant, Clerical
Job Description & How to Apply Below
Wealth Advisors Group is seeking an Administrative Assistant & Client Coordinator to be the first point of contact for clients, delivering a polished, welcoming experience while supporting the advisors and managing day-to-day workflows.
You will greet clients, handle phones, schedule appointments, maintain the CRM, coordinate reminders, support reviews, and assist with office operations and events. Proficiency with Microsoft Office and CRM systems is preferred.
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