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Office Administrator/ Coordinator

Client Service & Admin Specialist — Partial Remote

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Modera Wealth Management
Remote/Work from Home position
Listed on 2026-03-11
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 55000 - 78000 USD Yearly USD 55000.00 78000.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Charlotte, NC is seeking a Client Service Associate & Admin to support advisors and perform administrative tasks. The role requires an Associate's Degree, entry-level finance experience, and strong communication skills. Responsibilities include client correspondence, maintaining client paperwork, and supporting office administration. Benefits include a competitive salary, performance bonuses, and opportunities for professional growth. This position offers partial remote work and a salary range of $55,000–$78,000, based on experience and performance.
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