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 :
Salary : $55,000 - $70,000
