PrairieView Wealth & Tax Advisors

Frankfort Chamber; Frankfort (IL); In loco; USD 25.000 - 39.000; Part-time

Descrizione del lavoro

PrairieView Wealth & Tax Advisors is seeking a part-time Client Experience Coordinator in Frankfort, IL. You will be the friendly face to clients, manage the main phone line, and ensure the office is ready for meetings both in person and virtually.

As you learn our clients and systems, the role will expand into client service, account paperwork, and firm operations, with growth opportunities as the firm expands. This is a part-time position with room to grow.

Competenze

• Two or more years in reception, hospitality, administrative, or client service work.
• Strong writing and organization with follow-through.
• Comfort with Microsoft 365 and willingness to learn new tools quickly.
• Discretion with confidential information.
• Curiosity and willingness to grow with the business.
• Hospitality background works just as well.

Mansioni

• Own the front of house: welcome clients and guests, manage the main phone line, and keep our space warm and meeting-ready.
• Run our client touch program, including notes, milestones, gifts, and follow-up.
• Coordinate advisor calendars and prepare everything a client meeting needs, in person and virtual.
• Support client service and operations work, growing over time into account paperwork, account opening, service requests, and document workflows.
• Plan and coordinate firm events, support internal communications, and keep our internal resources current.
• Support the team with onboarding, travel, mail, supplies, and day to day office needs.

Conoscenze

Reception

Hospitality

Administrative

Client service

Microsoft 365

Strumenti

Microsoft 365

Descrizione del lavoro

PrairieView is hiring a Client Experience Coordinator!

PrairieView is hiring a Client Experience Coordinator!!

Frankfort, IL | Part-Time, 20 to 25 hours per week

You are the first face our clients see, the voice on the phone, the reason the conference room is ready before anyone asks, and the person behind the small touches that make clients feel known.

It starts as a front-of-house and coordination role and grows from there. As you learn our clients and our systems, the work moves deeper into client service, account and paperwork support, events and internal communications, and firm operations. How far it goes is up to you.

What You Will Do

• Own the front of house: welcome clients and guests, manage the main phone line, and keep our space warm and meeting-ready
• Run our client touch program, including notes, milestones, gifts, and follow-up
• Coordinate advisor calendars and prepare everything a client meeting needs, in person and virtual
• Support client service and operations work, growing over time into account paperwork, account opening, service requests, and document workflows
• Plan and coordinate firm events, support internal communications, and keep our internal resources current
• Support the team with onboarding, travel, mail, supplies, and day to day office needs

What We are Looking for

• Two or more years in reception, hospitality, administrative, or client service work
• Strong writing, strong organization, and genuine follow-through
• Comfort with Microsoft 365 and a willingness to learn new tools quickly
• Discretion with confidential information
• Curiosity, and an appetite to take on more as you learn the business
• Professional services, financial, or tax office experience is a plus, but a hospitality background works just as well

The Details

• Part-time, approximately 20 to 25 hours per week, weekday business hours
• Built to grow into a full-time role, with room to take on more as the firm grows
• Hourly, commensurate with experience

PrairieView Wealth & Tax Advisors helps families and business owners live their Two Comma Life through integrated wealth management and tax planning. We are growing, and we are intentional about how clients are treated at every touchpoint.