What are the responsibilities and job description for the Client Service Coordinator & Executive Assistant position at RFG Advisory?
Job Type
Full-time
Description
Are you a highly organized, proactive professional who excels at providing top-tier client service while managing executive-level responsibilities? If you thrive in a dynamic team environment and enjoy supporting both clients and business operations, this role could be a great fit for you!
RFG Advisory’s partner, AimWell Financial , is seeking a Client Service Coordinator & Executive Assistant to support a growing independent financial advisory practice. This role is a unique blend of client service, administrative support, and executive assistance. You will be responsible for ensuring clients receive exceptional service, managing the team’s schedule and key operational tasks, coordinating events, and assisting with marketing efforts.
This is an exciting opportunity to play a key role in a growing financial advisory practice. If you are an organized, detail-oriented professional with a passion for client service, operations, and marketing, we’d love to hear from you!
Location:
This is a hybrid role in St. Petersburg. Client and team meetings will be in person as often as possible, with virtual options as a supplement. Local errands and tasks will also be required as needed.
About Us:
AimWell Financial is a Registered Investment Advisor dedicated to financial wellness through a client-centered approach. We focus on the whole person, not just an investment portfolio. We believe that understanding a client’s goals and values is central to building a successful relationship and ensuring that their finances support what’s important to them in life. Our culture is one of support, collaboration, innovation, and continuous growth. Our competitive edge is top-tier customer service and client satisfaction.
What you will be doing:
Client Service & Operations
What are the expectations?
The range for this role is $55,000 to $70,000 and will be based on required and preferred experience.
Salary Description
$55,000-70,000 DOE
Full-time
Description
Are you a highly organized, proactive professional who excels at providing top-tier client service while managing executive-level responsibilities? If you thrive in a dynamic team environment and enjoy supporting both clients and business operations, this role could be a great fit for you!
RFG Advisory’s partner, AimWell Financial , is seeking a Client Service Coordinator & Executive Assistant to support a growing independent financial advisory practice. This role is a unique blend of client service, administrative support, and executive assistance. You will be responsible for ensuring clients receive exceptional service, managing the team’s schedule and key operational tasks, coordinating events, and assisting with marketing efforts.
This is an exciting opportunity to play a key role in a growing financial advisory practice. If you are an organized, detail-oriented professional with a passion for client service, operations, and marketing, we’d love to hear from you!
Location:
This is a hybrid role in St. Petersburg. Client and team meetings will be in person as often as possible, with virtual options as a supplement. Local errands and tasks will also be required as needed.
About Us:
AimWell Financial is a Registered Investment Advisor dedicated to financial wellness through a client-centered approach. We focus on the whole person, not just an investment portfolio. We believe that understanding a client’s goals and values is central to building a successful relationship and ensuring that their finances support what’s important to them in life. Our culture is one of support, collaboration, innovation, and continuous growth. Our competitive edge is top-tier customer service and client satisfaction.
What you will be doing:
Client Service & Operations
- Serve as a primary point of contact for clients, ensuring timely and professional communication.
- Manage client follow-ups, paperwork, and account-related tasks.
- Maintain accurate client records and documentation.
- Assist with scheduling and preparation for client meetings.
- Assist with the development and improvement of processes and workflows to streamline firm operations
- Manage the team’s calendar, emails, appointments, and travel arrangements.
- Handle administrative tasks, correspondence, and document preparation.
- Assist in coordinating personal and professional commitments.
- Support charity-related initiatives.
- Plan and coordinate client events, seminars, and networking functions.
- Assist with social media management, content creation, and marketing materials.
- Maintain marketing calendars and support branding efforts.
What are the expectations?
- Prioritize and manage workflow to ensure quality and efficiency; be flexible in adjusting to changing work priorities.
- Deliver high quality client service in a professional, caring, and compliant manner.
- Communicate effectively with clients, prospects, and others in the organization.
- Build strong relationships and work with diverse personalities.
- 5 years of experience in a similar role (client service associate, executive assistant, office manager, or related position).
- Strong organizational and people skills, with a client-first mindset.
- Experience in an entrepreneurial environment preferred.
- Financial industry experience is a plus but not required.
- Event planning and social media/marketing skills are highly desirable.
- Tech-savvy, with proficiency in Microsoft Office and marketing tools (e.g., Canva). Prior experience with Salesforce is a plus.
- Comprehensive Benefits Package including Health, Dental and Vision Insurance.
- Retirement Plan.
- Disability Coverage.
- Generous PTO, Company Holidays, & Charitable Work Day.
- Performance Coaching and opportunities for ongoing education and growth.
- Surface Pro Home setup provided
The range for this role is $55,000 to $70,000 and will be based on required and preferred experience.
Salary Description
$55,000-70,000 DOE
Salary : $55,000 - $70,000
