Administrative Assistant & Client Coordinator

Wealth Advisors Group; Fort Wayne (IN); On-site; USD 32,000 - 46,000; Part time

Benefits offered by this job

Positive team culture

Professional development opportunities

Meaningful client work

Flexible schedule (25+ hours)

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

Job description

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.

Role Overview

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.

What You’ll Do

• 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.

What Makes You a Great Fit

• 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

Why Join Wealth Advisors Group?

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)

Preferred Qualifications

• 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

Interested?

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.