Client Services & Office Coordinator - Financial

South Shore Retirement Services; Hingham (MA); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off

401(k) with company match

Job summary

South Shore Retirement Services in Hingham, MA is seeking an Office Administrator to be the welcoming first face for clients and visitors. You will handle calls, calendar coordination for the advisory team, meeting scheduling, and HubSpot data, while ensuring a professional reception area and smooth daily office operations.

The role requires a reliable, detail‑driven individual with strong communication skills and a desire to grow in the financial industry.

Qualifications

• High School Diploma required.
• 1+ years administrative office experience in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRMs (HubSpot, Redtail or Salesforce).

Responsibilities

• Greeting clients, prospects, and visitors.
• Answering and directing incoming calls.
• Managing and coordinating calendars for our advisors and leadership team.
• Scheduling, confirming, and updating client and prospect meetings.
• Emailing clients and prospects regarding appointments and meeting updates.
• Maintaining information and meeting activity in HubSpot.
• Coordinating conference room schedules and preparing rooms for meetings.
• Keeping the reception area and conference rooms organized and stocked.
• Maintaining kitchen and office supplies.
• Handling incoming and outgoing mail and packages.
• Providing general administrative support to the advisors and leadership team.

Education

High School Diploma

Tools

Microsoft Office Suite

HubSpot

Redtail

Salesforce

Job description

South Shore Retirement Services in Hingham, MA is seeking an Office Administrator to be the welcoming first face for clients and visitors. You will handle calls, calendar coordination for the advisory team, meeting scheduling, and HubSpot data, while ensuring a professional reception area and smooth daily office operations.

The role requires a reliable, detail‑driven individual with strong communication skills and a desire to grow in the financial industry.