Client & Executive Coordinator

About the Role 

Queen City Wealth is a powerhouse wealth management firm rewriting the rules of financial planning. Women-owned and led by bold LGBTQIA leaders, we’re dedicated to empowering underserved communities that include LGBTQIA , women, and BIPOC, with inclusive and holistic financial planning. We're not the people who simply talk about change – we’re the ones that create it.  

We’re looking for a highly organized, proactive, and detail-obsessed Client & Executive Coordinator to support our leadership team and ensure a flawless client experience. This is a central role with visibility across the entire firm – perfect for someone who loves keeping things running smoothly and making an impact every day.  

Our ideal candidate is a go-getter who anticipates needs before they arise, removes obstacles effortlessly, and drives operational excellence. If you thrive in a rapidly growing environment, think two steps ahead, and excel in delivering elevated service that makes our clients feel like royalty, this role is for you.  

Responsibilities 

Executive & Leadership Support  

• Manage executive calendars, schedule meetings, obtain meeting confirmations, and coordinate logistics.  
• Track action items and ensure timely follow-up on leadership priorities.  
• Organizing meetings, preparing agendas, taking notes, and distributing minutes.   
• Arranging travel including flights, hotels, and transportation.  

Client Advocacy  

• Act as the primary contact for client requests and delegate to team for action items.  
• Schedule new prospects and existing client retention meetings.  
• Coordinate follow-up tasks from client and Queen City Wealth business meetings.   
• Prepare documentation, maintain client records, and handle correspondence.  
• Ensure timely client follow-ups and proactive service delivery.  

Operational Excellence  

• Maintain accurate CRM records and support business development tracking. 
• Assist with project management tasks, tracking deadlines, and coordinating with internal business departments.  
• Maintain database of licensing and registration for risk and investment licenses. 

Qualifications 

• Minimum of 2 years of experience in a hybrid environment with a physical office presence. 
• 1-2 years of experience in a wealth management firm (preferred). 
• Excellent communication and client service skills. 
• Ability to manage multiple tasks and projects with a high degree of accuracy and attention to detail. 
• FINRA SIE, Series 7, Series 63 (or ability to obtain within 120 days). 
• Colorado Life and Health Insurance License (or ability to obtain within 30 days). 
• Authorization to work for any employer in the United States. We are not offering to sponsor an employment Visa at this time. 
• We are not offering any relocation assistance for placing this role.  

Compensation and Benefits 

• Salary: $50,000 - $60,000 base salary annually (eligible for an annual bonus compensation program). 
• Insurance Coverage: 
• Short-term Disability coverage: 100% paid by employer. 
• Long-term Disability coverage: 100% paid by employer. 
• Group Life Insurance coverage: 100% paid by employer. 
• Health Benefits: 
• Medical, Dental, and Vision benefits sponsored by employer. 
• Retirement Plan: with company matching. 
• Flexible Time Off: Available through our Flexible Time Off program.