Paraplanner Professional

The Office Coordinator / Client Services Associate plays a central role in ensuring the smooth daily operations of the office while supporting team logistics and client interactions. This is a cross-functional role that combines office management and client service support. The ideal candidate is proactive, organized, detail-oriented, and thrives in a collaborative and dynamic environment.

This position requires 5 days of work in the office.

Primary Responsibilities

· Office & Administrative Operations

· Oversee general office operations to maintain an organized, efficient, and professional environment.

· Manage team and client scheduling, including booking internal meetings, client appointments, and follow-ups.

· Order and restock office supplies and materials as needed.

· Greet clients and visitors, providing a welcoming and professional first impression.

· Coordinate routine office maintenance and ensure equipment is functioning properly.

· Handle incoming and outgoing mail, packages, and manage phone communications.

· Provide direct support to the Vice President, assisting with team coordination, internal communications, and reporting needs.

· Maintain and update client and internal records within Junxure CRM.

· Manage general filing and document organization, both digitally and physically.

Secondary Responsibilities (Training Provided)

· Client Service & Financial Operations

· Assist with client onboarding tasks, including opening new accounts, processing account transfers, and handling required documentation.

· Support account-related activities such as cash management, transfers, distributions, and account maintenance.

· Conduct outreach to clients for time-sensitive needs (e.g., required minimum distributions).

· Educate clients on account services and available tools (e.g., eSignature, client portals, paperless statements).

· Execute daily operational tasks with accuracy and within designated turnaround times.

Qualifications & Skills

· Strong organizational and problem-solving skills with high attention to detail.

· Excellent communication skills, both written and verbal.

· Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

· Friendly, professional demeanor with strong interpersonal skills.

· Proficiency in Microsoft Office Suite, CRM platforms (e.g., Junxure or similar) and general office technology assistance.

· Self-motivated, dependable, and adaptable to change.

Preferred Qualifications

· Prior experience in administrative roles, office management, or client-facing support.

· Experience in a financial services or professional services environment is a plus.

Additional Expectations

· Maintain a professional, considerate office environment.

· Be logged in and ready to support the team at the start of each workday.

· Be available for occasional after-hours events or meetings as required by the firm.

Job Type: Full-time

Pay: $47,000.00 - $73,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Compensation Package:

• Bonus opportunities

Work Location: In person