Administrative Assistant & Client Coordinator

Wealth Advisors Group is a fee-based financial planning firm serving successful individuals and families. Our award-winning team includes CFP® CEP®, CDFA®, and CPA professionals, and we pride ourselves on exceptional client service and professionalism.

The Administrative Assistant & Client Coordinator position is the first point of contact for clients and plays a key role in creating a polished, welcoming, and efficient experience. This role supports advisors, manages administrative workflows, and helps keep the office running smoothly. As one of the first people our clients interact with, you'll play a vital role in delivering the welcoming, professional, and caring experience that defines our firm.

• First Impression — Greet clients, manage phones, and maintain a warm, professional environment.
• Administrative support — Schedule appointments, manage CRM updates and management, coordinate reminders, and support review processes.
• Office operations — Handle mail, supplies, Zoom setup, and general office organization.
• Event coordination — Assist with client and team events throughout the year.
• Communications — Support email communications and light website updates.

• Professional, friendly, and polished communication
• Strong organizational skills and attention to detail
• Ability to multitask and stay proactive
• Comfortable with technology (Microsoft Word, CRM systems)
• Reliable, punctual, and business-professional in appearance
• Supporting advisors and serving as a liaison between clients and team members
• Committed to delivering an exceptional client experience
• Self-motivated with a strong work ethic
• A collaborative team player who enjoys supporting others

At Wealth Advisors Group, you'll join a team that genuinely enjoys working together and is committed to helping one another grow personally and professionally.

We offer:

• A positive and team-oriented culture
• Opportunities for professional development
• Meaningful work that impacts the lives of clients
• Exposure to a growing and innovative financial planning firm
• Flexible schedule opportunities (minimum 25 hours per week with potential for full time hours)

• Bachelor's degree preferred
• Experience in customer service, hospitality, administration, or client support roles
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience with CRM software is a plus

If you enjoy serving people, thrive in an organized environment, and want to be part of a team that values relationships and excellence, we'd love to hear from you.