Client Experience Coordinator - Front Desk & Admin

BFG Financial Advisors; Timonium (MD); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Paid time off

Partial health insurance

Profit sharing

Professional development

Job summary

A financial services firm located in Timonium, Maryland is looking for a proactive administrative assistant to manage client interactions and support the team. Responsibilities include setting up meetings, managing schedules, and assisting with events. Candidates must exhibit strong organizational and communication skills, as well as a commitment to exceptional customer service. Benefits such as paid time off and health insurance are included.

Responsibilities

• Set up and clean conference rooms for meetings.
• Contact clients to schedule and confirm meetings.
• Assist with year-end client letter mailing.
• Manage incoming phone calls professionally.
• Calendar management for a multi-advisor office.

Skills

Organizational skills

Communication skills

Customer service orientation

Time management

Job description

A financial services firm located in Timonium, Maryland is looking for a proactive administrative assistant to manage client interactions and support the team. Responsibilities include setting up meetings, managing schedules, and assisting with events. Candidates must exhibit strong organizational and communication skills, as well as a commitment to exceptional customer service. Benefits such as paid time off and health insurance are included.