Administrative Coordinator

Strategic Wealth Designers; Atlanta (GA); On-site; USD 58,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental & Vision plans withAnc

401(k) employer match

Professional development budget $2,500

Paid time off & holidays

Job summary

Strategic Wealth Designers is seeking a Front Office Leader in Atlanta to own the client experience engine, greet clients, manage calendar accuracy, and ensure flawless meeting logistics. You will support office operations, CRM data integrity, and smooth events, playing a critical role in client trust and firm growth.

The role emphasizes ownership, organization, and proactive problem-solving in a fast-paced financial services environment, with a competitive compensation package.

Qualifications

• 2+ years of customer service or fast-paced, detail-oriented environment
• Strong organizational and time management skills
• High attention to detail with minimal error tolerance
• Strong written and verbal communication skills
• Ability to manage multiple priorities without constant supervision
• Proficiency in Microsoft Office Suite
• Comfort handling inbound calls professionally
• Experience with CRM systems preferred

Responsibilities

• Greet clients and prospects with professionalism, warmth and care
• Deliver a consistent “wow” hospitality experience
• Ensure Zoom links and meeting logistics are flawless
• Answer and route calls with confidence and clarity
• Respond to client communication promptly and professionally and within SLA
• Schedule annual Strategy Updates and support follow-up cadence
• Maintain a clean, accurate team calendar
• Maintain office appearance and meeting room readiness
• Manage mail, scanning, and data entry with precision
• Oversee inventory, hospitality items, and office supplies
• Coordinate lunches and hospitality for team and client meetings
• Support in-office events and training sessions
• Serve as point person for office equipment and logistics
• Process dictations and ensure accurate CRM entry
• Research and organize prospect data in CRM

Skills

Customer service

Organization

Attention to detail

Written & verbal communication

Multitasking

Call handling

CRM familiarity

Tools

CRM systems

Microsoft Office Suite

Job description

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.

We didn’t grow by accident.

We grew because we care about the client experience, and we protect it relentlessly.

We don’t hire to fill seats.

We hire people who raise standards.

This role is not “front desk support.”

This role owns the client experience engine inside the office.

If clients feel valued, cared for, and taken care of before they ask, you’re winning.

If things fall through the cracks, you own it and fix it.

The Mission

You are the first impression.

You are the operational glue.

You are the standard setter for how clients experience our brand in person and behind the scenes.

Create a seamless, organized, professional, and memorable client experience, every single time.

Not occasionally.

Not when it’s convenient.

Every time.

What Winning Looks Like

You’ll know you’re winning when:

• Clients consistently comment on how welcoming our office feels
• Advisors never worry about calendar accuracy or meeting logistics
• CRM records are clean, updated, and accurate
• Appointments and events run smoothly without last-minute chaos
• The office runs like a machine and is always stocked, prepared, professional
• Nothing slips through the cracks

If something breaks in the client experience, you catch it before anyone does.

What You’ll Be Responsible For

This role owns execution across three primary areas:

Client Experience & Front Office Leadership

You are the face of the office.

You will:

• Greet clients and prospects with professionalism, warmth and care
• Deliver a consistent “wow” hospitality experience
• Ensure Zoom links and meeting logistics are flawless
• Answer and route calls with confidence and clarity
• Respond to client communication promptly and professionally and within SLA
• Schedule annual Strategy Updates and support follow-up cadence
• Maintain a clean, accurate team calendar

You don’t just welcome clients.

You make them feel fully taken care of.

Office & Operational Infrastructure

You ensure the office runs smoothly without supervision.

You will:

• Maintain office appearance and meeting room readiness
• Manage mail, scanning, and data entry with precision
• Oversee inventory, hospitality items, and office supplies
• Coordinate lunches and hospitality for team and client meetings
• Support in-office events and training sessions
• Serve as point person for office equipment and logistics
• Process dictations and ensure accurate CRM entry
• Research and organize prospect data in CRM

If the office feels chaotic, you fix it.

If a system is inefficient, you improve it.

If you’re looking for a role where your organization, professionalism, and ownership directly impact client trust and firm growth — This is that role.

If you just want a front desk job — This isn’t it.

• 2+ years of customer service/client facing experience or experience in a fast-paced detail oriented environment
• Strong organizational and time management skills
• High attention to detail with minimal error tolerance
• Strong written and verbal communication skills
• Ability to manage multiple priorities without constant supervision
• Proficiency in Microsoft Office Suite
• Comfort handling inbound calls professionally
• Experience with CRM systems preferred

Who You Are

• You take ownership.
• You notice details others miss.
• You move quickly without sacrificing accuracy.
• You don’t wait to be told what to do.
• You believe client experience is a competitive advantage.
• You bring positive energy, but you also bring discipline.

Who This Is Not For

This is not for someone who:

• Struggles with organization
• Gets overwhelmed in a fast-paced environment
• Avoids accountability
• Is satisfied with “good enough”

We build systems that scale.

We protect our reputation fiercely.

Commitment: Full-time, 40 hours per week (8am-5pm)

Location: 1100 Abernathy Road N.E., Atlanta, GA 30328

Compensation: Starting salary range: $58,000 - $62,000

Benefits: We offer a comprehensive benefit package designed to support your health, family and growth. Some key offerings:

• Employer sponsored Medical, Dental & Vision plans along with additional ancillary options
• Employer match program for 401(k), eligible for both Tradition and Roth accounts
• $2,500 annual Professional Development budget to support your growth
• Generous Paid Time Off package and Company-wide Holidays

Our Core Values:

Absolute Ownership: We take full responsibility for outcomes, follow through on our commitments, and solve problems without passing the buck.

Selflessness: We put the team and clients first, collaborate openly, and measure success by shared wins, not individual credit. We recognize that our strength lies in unity.

Tenaciously Driven: We pursue excellence relentlessly, push past obstacles, and refuse to settle for the status quo.

Coachable Mindset: We stay open to feedback, committed to learning, and focused on continuous improvement no matter how skilled or experienced we are.

Compassionate Honesty: We speak the truth with empathy, delivering clear, respectful feedback that strengthens trust and relationships.