Client Services Office Administrator (Financial)

Retirement Income Source SFG; Westbrook (CT); On-site; USD 40,000 - 58,000; Full time

Benefits offered by this job

Medical benefits

HRA

Dental & vision plans

PTO + holidays

401K with company match

Onsite parking

Laptop provided

Job summary

Retirement Income Source SFG in Westbrook, CT is seeking a highly organized Office Administrator to support our advisor team. This full‑time, on‑site role emphasizes client service, smooth office operations, and professional reception.

You will manage multi‑line phones, schedule appointments, maintain Redtail CRM records, prepare files, and coordinate events, while ensuring compliance, accuracy, and a welcoming environment for clients and colleagues.

Qualifications

• High school diploma required, higher education preferred.
• 2–3 years in an administrative role, ideally in financial services.
• Experience with CRM systems and client service.

Responsibilities

• Front Office & Client Experience: serve as the first contact for clients, manage a multi-line phone system, welcome visitors and coordinate appointments.
• Administrative & Operational Support: maintain client files, update records in the CRM, prepare meeting spaces, and assist with office inventory.
• Documentation & Compliance: review applications for completeness and ensure required signatures and documents are obtained.

Skills

Attention to detail

Organizational ability

Proactive mindset

CRM experience

Excellent communication

Education

High school diploma

Higher education preferred

Tools

Redtail CRM

Job description

Retirement Income Source SFG in Westbrook, CT is seeking a highly organized Office Administrator to support our advisor team. This full‑time, on‑site role emphasizes client service, smooth office operations, and professional reception.

You will manage multi‑line phones, schedule appointments, maintain Redtail CRM records, prepare files, and coordinate events, while ensuring compliance, accuracy, and a welcoming environment for clients and colleagues.