Client Experience & Admin Coordinator - Tallahassee (In-Office)

Coastal Wealth; Tallahassee (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Coastal Wealth in Tallahassee, FL is seeking a Client Service Associate to support daily operations and deliver a smooth, professional client experience. This in-office, full-time role focuses on organization, calendar management, and client document handling.

You will assist with meetings, communications, and reports, while maintaining confidentiality and a welcoming office environment. The position offers growth with the advisor's team.

Qualifications

• Prior administrative, office, or client service experience preferred.
• Strong organizational skills and attention to detail.
• Professional written and verbal communication skills.
• Confidential and sensitive information handling.
• Proficiency in Word, Excel, Outlook.
• Understanding of Social Media and Digital Practice Management.
• Wealth management experience is a plus, not required.

Responsibilities

• Manage daily administrative and office operations.
• Coordinate phone calls, emails, and client communications.
• Schedule meetings and follow-ups.
• Assist with preparation and organization of client and business documents.
• Maintain accurate records and confidential information.
• Support presentations, reports, and administrative projects.
• Coordinate with clients, team, and professional partners.
• Maintain an organized and welcoming office environment.
• Provide professional communication and customer service.
• Assist with special projects as the business grows.

Skills

Admin experience

Organizational skills

Written communication

Verbal communication

MS Office

Social media/digital practice

Wealth management exposure

Tools

Microsoft Office Suite

Job description

Coastal Wealth in Tallahassee, FL is seeking a Client Service Associate to support daily operations and deliver a smooth, professional client experience. This in-office, full-time role focuses on organization, calendar management, and client document handling.

You will assist with meetings, communications, and reports, while maintaining confidentiality and a welcoming office environment. The position offers growth with the advisor's team.