One of our top growing financial service practice's that is dedicated to helping families and business owners create strong financial futures through thoughtful planning, protection, investments and long-term strategies is hiring for an Administrative & Client Support Coordinator.

We are currently looking for a highly organized, detail-oriented Administrative & Client Support Coordinator to oversee and streamline day-to-day operations and deliver an exceptional client experience.

This role offers the opportunity to become a key part of a boutique-style financial practice and contribute meaningfully to overall growth, efficiency and client support.   

Key Responsibilities

• Manage client follow-ups and ongoing communication


• Track insurance and investment applications through various stages


• Coordinate documentation, signatures, and policy delivery


• Maintain CRM/client r...