Chemistry Wealth is seeking a highly organized, client-focused Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm.
This role serves as a key point of contact for clients while providing administrative and operational support to advisors and team members. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional service in a professional, fast-paced environment.
Key Responsibilities – May change over time to meet the needs of the firm and can include other duties as assigned.
- Client Service:
- Serve as the first point of contact for clients and visitors.
- Deliver a warm, professional, and welcoming client experience.
- Schedule appointments, manage advisor calendars, and coordinate meeting logistics.
- Prepare meeting materials and client communications.
- Track client follow-ups, milestones, and special events.
- Administration & Operations:
- Assist with client applications, paperwork, and operational processing.
- Coordinate with custodians and third-party partners to resolve account and service-related issues.
- Maintain accurate records within the firm's CRM and document management systems.
- Track correspondence and ensure timely follow-up on outstanding items.
- Support office operations, including mail handling, supplies, conference rooms, and general administrative tasks.
- Team Support:
- Assist with client events, seminars, and special projects.
- Support advisors and team members with day-to-day operational needs.
- Identify opportunities to improve processes and enhance the client experience.
Qualifications:
- Required:
- Bachelor's degree or equivalent experience.
- 3+ years of client service, administrative, or operations experience.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).
- Strong customer service mindset and professional phone presence.
- Ability to manage multiple priorities and work independently.
- Preferred:
- Experience in wealth management, financial services, banking, insurance, or a professional services firm.
- Familiarity with CRM systems such as Redtail, Wealthbox, or Salesforce.
- Knowledge of financial industry compliance and documentation requirements.
Additional Information:
- Benefits & Perks:
- At Chemistry Wealth, we believe our people are our greatest asset. We offer a comprehensive benefits package designed to support your health, financial well-being, and professional growth.
- Health & Wellness:
- Medical, dental, and vision insurance
- Employee Assistance Program (EAP)
- Employee discount programs
- Financial Benefits:
- Competitive salary
- 401(k) with automatic employer contribution after one year of employment
- Time Off:
- Paid Time Off (PTO)
- Paid holidays
- Professional Growth:
- Ongoing training and development opportunities
- Career advancement within a growing firm
Why Join Chemistry Wealth?
You'll be part of a collaborative, client-focused team that values professionalism, growth, and exceptional service. This is an opportunity to build a rewarding career while making a meaningful impact on our clients and our firm.
If you're organized, service-oriented, and eager to grow in a dynamic wealth management environment, we'd love to hear from you.