Client Experience Office Coordinator | Wealth Management

Masis Professional Group; Illinois; On-site; USD 42,000 - 54,000; Full time

Job summary

Masis Professional Group, a growing wealth management firm in Illinois, seeks an Office Coordinator who delivers warm client service and helps daily operations run smoothly. You will welcome clients, handle calls, coordinate meetings, manage supplies and records, and support advisors and staff with administrative tasks.

This role offers a collaborative environment and clear paths to career growth in client service, operations, or office management, within a relationship-focused firm that values

Qualifications

• Minimum 2+ years in office administration or client service.
• Strong interpersonal, communication, and organizational skills.
• Detail-oriented with ability to manage multiple priorities.
• Proficient in Microsoft Office; comfortable with CRM systems.

Responsibilities

• Welcome clients and visitors with a warm, professional demeanor.
• Answer calls and direct inquiries with exceptional service.
• Coordinate meeting logistics from arrival to departure.
• Manage day-to-day operations: supplies, mail, vendors, and records.
• Support advisors and staff with administrative tasks and client requests.
• Maintain accurate records and assist with workflows and compliance.
• Partner with team to deliver best-in-class client experience.

Skills

Office administration experience

MS Office proficiency

Tools

CRM systems

Job description

Masis Professional Group, a growing wealth management firm in Illinois, seeks an Office Coordinator who delivers warm client service and helps daily operations run smoothly. You will welcome clients, handle calls, coordinate meetings, manage supplies and records, and support advisors and staff with administrative tasks.

This role offers a collaborative environment and clear paths to career growth in client service, operations, or office management, within a relationship-focused firm that values