Client Experience & Office Leader

Croak Capital; Toledo (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Above market base salary

Performance-based bonus

401(k) with employer contribution

Health insurance

Flexible PTO

Clear growth path

Job summary

Croak Capital is seeking a Client Experience & Office Manager to lead in-office client experience while overseeing systems, spaces, and administrative processes to keep the office running smoothly. The role blends hospitality with operational discipline, requiring ownership, strong communication, and the ability to anticipate needs and follow through across scheduling, billing, and building operations.

Ideal candidates will have a degree and wealth-management or service-industry experience, plus

Qualifications

• Associate’s or bachelor’s degree required.
• Experience in wealth management, administration, banking, or service-focused industries preferred.
• Experience with Outlook, Salesforce, Egnyte, a VoIP system, and DocuSign required or beneficial.

Responsibilities

• Serve as the primary host for clients and guests, creating a polished, personal welcome from arrival.
• Lead client scheduling and maintain a coordinated calendar of appointments and in-office meetings.
• Administer GoTo phone system, manage dial plans, routing, voicemail, and schedules.
• Coordinate invoice processing, payments, and filing; maintain QuickBooks records.
• Oversee daily office operations, supplies, and building projects, coordinating vendors and timelines.
• Provide backup support to Service team and maintain client relationships through follow-through.
• Provide in-person and online notarial services within credentialed scope.

Skills

Ownership

Prioritization

Hospitality

Judgment

Communication

Tech Savvy

Proactiveness

Education

Associate’s or Bachelor’s degree

Tools

Outlook

Salesforce

Egnyte

VoIP system

DocuSign

GoTo

Calendly

QuickBooks

Job description

Croak Capital is seeking a Client Experience & Office Manager to lead in-office client experience while overseeing systems, spaces, and administrative processes to keep the office running smoothly. The role blends hospitality with operational discipline, requiring ownership, strong communication, and the ability to anticipate needs and follow through across scheduling, billing, and building operations.

Ideal candidates will have a degree and wealth-management or service-industry experience, plus