What are the responsibilities and job description for the Client Experience Coordinator/Administrative Assistant position at Right Executive Search, LLC?
Client Experience Coordinator/Administrative Assistant
RIA/ Wealth Management Firm
Location: Houston, TX (In office role)
Compensation: $40-50k base/ "all in target" $55k-$70k based on performance.
Our client is a rapidly growing wealth management firm (RIA and MFO) expanding in the Houston area. The company is seeking a highly organized administrative professional with strong communication skills to support advisors, coordinate client interactions, and assist with office operations. This role requires professionalism, attention to detail, and the ability to work collaboratively with multiple departments.
Responsibilities of the Client Experience Coordinator/Administrative Assistant:
- Manage and coordinate calendars to ensure efficient scheduling.
- Work closely with Marketing and Operations teams to resolve scheduling conflicts and maintain workflow efficiency.
- Communicate directly with clients as needed on behalf of Wealth Advisors and Partners.
- Ensure a seamless client experience before, during, and after meetings, both in-person and virtual.
- Collaborate with team members to maintain organization and smooth communication across departments.
- Assist with department meeting preparation, documentation, and facilitation.
- Track and update client and business metrics to ensure accuracy.
- Support the Marketing team with special events and client engagement initiatives.
- Maintain office organization, ensuring a professional and welcoming environment.
- Manage office supply inventories, including refreshments and general materials.
- Prepare, print, and bind materials for meetings as requested by advisors.
- Handle outgoing correspondence to clients and prospects.
Qualifications of the Client Experience Coordinator/Administrative Assistant:
- Strong communication and interpersonal skills, with the ability to interact professionally with clients and team members.
- 6 months-3 years of relevant experience in the financial services industry; prior experience in an RIA, Family Office, or Wealth Management firm is preferred. Internship experience will be considered.
- Administrative or office or marketing support experience is a plus.
- Experience working with Salesforce or a similar CRM platform.
- Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and PowerPoint.
- Familiarity with the Entrepreneurial Operating System (EOS®) Model, Process, and Toolbox is preferred; not required.
- Experience with SEC compliance requirements is a plus.
- Understanding of financial terminology related to insurance is a plus.
- Strong organizational skills with the ability to manage multiple tasks efficiently.
Salary : $40,000 - $50,000
