Financial Advisor Assistant / Client Services Coordinator

At Parkstone Financial, we pride ourselves on delivering personalized, high-touch financial services to each and every client. Our commitment to excellence is evident in every client interaction, and we are eager to add a team member that upholds and exceeds our clients’ standards. As a family-owned/operated company that treats its clients like family, we’re looking for someone who will take the same pride in serving others as we do—offering warmth, precision, and professionalism in every engagement.

We are seeking a Financial Advisor Assistant / Client Services Coordinator, whose role is pivotal in ensuring seamless administrative operations and enhancing client experiences. You will serve as the primary point of contact for clients needing administrative assistance, supporting the advisor in all non-production aspects of the business, and nurturing strong, trust-based client relationships. This role is ideal for someone who thrives in a professional, client-facing office environment and enjoys balancing administrative excellence with meaningful client interaction.

Position Details:

• Job Title: Financial Advisor Assistant / Client Services Coordinator
• Location: 3350 Noble Way, Suite A, Valdosta, GA 31605
• Schedule: For the right candidate, this position could be part-time or full time. Our office operates from 9:00 AM to 5:00 PM, Monday through Thursday, and 9:00 AM to 12:00 PM on Friday. We are open to discussing arrangements that suit both parties. While some remote work may be possible, the role is primarily in-office to ensure cohesion with our processes, our team, and our clients.
• Compensation: Along with the flexibility in determining your work schedule, we are open to discussing a compensation package that reflects the qualifications and expertise of the selected candidate. Competitive and commensurate with experience and work schedule, ranging from $20,000/year to $40,000/year.
• Benefits: We offer paid time off, paid training, and access to supplemental benefits such as Health Reimbursement Arrangements, life/accident/disability insurance, and more. Please note that full medical/dental/vision insurance and 401(k) plans are not provided at this time, though we intend to offer these benefits in the future.

Key Responsibilities:

• Manage all administrative tasks to allow the advisor to focus on client acquisition and asset management
• Serve as the primary liaison between clients and our financial advisor, addressing inquiries and providing timely responses/solutions
• Keep detailed records of all past, present, and future items/interactions in the Client Relationship Management (CRM) system, specifically Redtail, and physical filing system.
• Support the financial planning process by gathering and verifying client information
• Coordinate scheduling, manage phone communications, and handle mail correspondence
• Troubleshoot and resolve any client technology concerns related to their accounts
• Manage cash transactions and maintain accurate records of client accounts
• Conduct light financial analysis to help clients understand their positions
• Assist with compliance-related tasks in collaboration with our broker-dealer, Cambridge Investment Research
• Serve as front-desk receptionist by answering phones, monitoring emails, and warmly greeting clients upon arrival to ensure a welcoming and professional environment.
• Plan and execute client events, reinforcing our commitment to exceptional client service
• Collaborate with the leadership team to identify service enhancements and opportunities to grow the client base

Required Qualifications:

• Excellent communication and interpersonal skills
• Highly organized with acute attention to detail
• Ability to manage multiple tasks and deadlines in a professional environment
• Willingness to learn and adapt to new systems and processes
• Proven ability to work both independently and collaboratively, taking initiative in a dynamic office environment
• Consistently polished, professional appearance and demeanor in both client-facing and internal interactions

Preferred Qualifications:

• Prior experience in administrative and/or client services roles, ideally within the financial services sector or other compliance-regulated industry
• Familiarity/proficiency with Cambridge, Redtail, DocuSign, and Microsoft Office
• Literacy in personal financial instruments
• Background or coursework in business, finance, or a related field
• Comfort with basic data analysis and reporting tools
• Strong written communication skills for client correspondence and internal documentation

If you are a dedicated professional seeking a dynamic role within a client-focused financial firm, we invite you to apply to join us in our mission to make Impactful Investments. Please visit our website at parkstonefinancial.com to learn more about our services and values.

Note: This job posting is crafted to reflect the ethos and standards of Parkstone Financial. We look forward to welcoming a new member to our team who shares our commitment to excellence in client service.