Client Experience Admin & 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 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.