Hybrid Client Operations & Data Coordination Specialist

Curio Wealth, LLC; Annapolis (MD); Hybrid; USD 41,000 - 48,000; Part time

Job summary

Curio Wealth, LLC in Annapolis, MD is seeking a highly organized Client Operations & Administrative Coordinator to support the tax and client-service teams. This role is hybrid, ~32 hours/week, with compensation around $30–$35/hour depending on experience.

You’ll manage CRM data, audits, onboarding support, document handling, and periodic reporting, ensuring accuracy and timely execution. Strong software/IT skills and attention to detail are essential.

Qualifications

• Strong software and IT skills are required.
• Experience with CRM, spreadsheets, and online systems is valuable.
• Ability to audit data for accuracy and gaps.

Responsibilities

• Maintain accurate client, prospect, and vendor data in CRM and related systems.
• Audit client data for missing, outdated, duplicate, or inconsistent information.
• Prepare and file documents; support onboarding and routine client communications.
• Provide administrative support to tax team and organize tax workpapers.
• Organize and file recurring investment, trading, and compliance reports.

Skills

organization & attention to detail

data management

CRM systems

spreadsheets

written & verbal communication

independent work

learning new systems

Tools

CRM software

Excel

PDF software

Job description

Curio Wealth, LLC in Annapolis, MD is seeking a highly organized Client Operations & Administrative Coordinator to support the tax and client-service teams. This role is hybrid, ~32 hours/week, with compensation around $30–$35/hour depending on experience.

You’ll manage CRM data, audits, onboarding support, document handling, and periodic reporting, ensuring accuracy and timely execution. Strong software/IT skills and attention to detail are essential.