Experience Coordinator

Position Title: Experience Coordinator & Administrative Specialist

Location: 4900 Cox Rd. Glen Allen, VA 23060

About Us

At Prosperity Growth Strategies, we believe prosperity is about much more than financial success—it’s about an abundance of choices, time, and experiences that make life truly fulfilling. Our mission is to empower our clients to live confidently, with purpose and to redefine prosperity for themselves. Driven by a culture of excellence, empathy, and optimism, we’re on a journey to make each day, each year, and each decade better than the last for our clients and our team members.

As an Experience Coordinator, you’ll be a cornerstone of our client experience from jump. You’ll play a vital role in making prospects and clients feel heard, valued, and secure as they navigate their financial journey with us. If you’re a proactive, detail-oriented professional passionate about client experience and relationships, this is your chance to make a meaningful impact with us.

Key Responsibilities

As an Experience Coordinator, you’ll be the dependable connection between our prospects, clients and entire team, ensuring every interaction is supportive, seamless, and in alignment with our mission.

About the Role

We’re searching for an Experience Coordinator & Administrative Specialist to join our team and become the heartbeat of our operations and client experience. This role is ideal for someone who thrives in a fast-paced, high-touch environment where no two days are the same. If you’re passionate about creating exceptional experiences, building meaningful relationships, and being part of a team that values growth and excellence, we want to meet you.

What You’ll Do:

• Serve as the first point of contact for clients and prospects, creating a warm and professional welcome.
• Coordinate and elevate the client experience during office visits, ensuring all details are seamless and memorable.
• Manage schedules, CRM systems, and confidential files with precision.
• Assist in event preparation, from décor to logistics, and engage with attendees to foster connections.
• Support leadership with light executive assistance, ensuring calendars and commitments are on track.
• Help drive business growth by engaging with prospects, scheduling appointments, and ensuring follow-ups are timely and effective.

What We’re Looking For:

• 3 years of customer service experience with a proven track record of relationship building.
• A self-starter who is highly organized and can manage multiple priorities independently.
• A quick learner who embraces technology and new software platforms.
• Excellent written and verbal communication skills with a focus on professionalism and positivity.
• A team player with an innate desire to inspire and support others.

Why Join Us?

• Culture of Excellence and Empathy: We’re known for having a supportive and fun culture that empowers team members to thrive both personally and professionally.
• Abundance of Opportunity: We believe every day, every year, and every decade can be better than the last—for our team and our clients.
• Commitment to Growth: You’ll have access to professional development opportunities, clear career paths, and a team that values your unique contributions.
• Impact Beyond Work: Our mission extends beyond retirement planning. We’re about creating a legacy of prosperity and joy for everyone we serve and work with.

About Prosperity Growth Strategies

We specialize in creating tailored retirement plans for our clients, but the true outcome of our work is to give them the confidence to keep dreaming and not just live their lives but LOVE their lives. Join a team where you’re empowered to think and act like a leader, contribute to a meaningful mission, and make an everlasting impact.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• Paid time off

Schedule:

• No weekends

Application Question(s):

• What client or prospect event experience do you have?

Work Location: In person

Salary : $45,000 - $55,000