Remote Financial Services Coordinator (Lane County, OR)

Job Title: Remote Financial Services Coordinator (Lane County, OR)

Location: Remote (Lane County, OR – Must be available for occasional in-person meetings)

Employment Type: Full-Time (Preferred) | Part-Time Considered

Salary: $24 - $30/hour- starting hourly with potential for salary conversion based on performance

About T. Mann Financial

T. Mann Financial is a growing financial planning firm based in Springfield, Oregon, with clients across the nation. We strive to be cutting-edge in our approach, providing high-quality, personalized financial guidance tailored to each client’s needs. Our firm leverages advanced technology and industry-leading strategies to help individuals and families navigate their financial futures. We are seeking a Remote Financial Services Coordinator to support daily operations, client service, and administrative tasks. This role is primarily remote but requires occasional in-person meetings in Lane County, OR.

Responsibilities

• Client Service & Communication
• Manage client communication via phone and email
• Schedule meetings and follow up with clients on outstanding paperwork
• Provide a high level of professional service to ensure client satisfaction
• Administrative & Office Support
• Maintain accurate records and client files in our Redtail CRM system
• Process financial documents, compliance filings, and data entry
• Manage scheduling, document preparation, and email organization
• Financial Planning Assistance
• Assist in preparing client reports and investment summaries
• Organize financial statements and confidential client data
• Support regulatory and compliance documentation needs
• Work with Schwab as the custodian for account management and operations
• Technology & Office Management
• Utilize digital tools (Redtail CRM, Schwab platform, DocuSign, Google Workspace, Orion Planning) to manage workflows
• Coordinate with vendors and service providers as needed
• Troubleshoot minor tech issues related to remote work setup
• Marketing & Client Engagement
• Create marketing materials using Canva for social media, emails, and client outreach.
• Use Levitate and Mailchimp for client communications and automated campaigns.
• Update our Wix website, manage social media posts, and track engagement.
• Support branding efforts, track performance, and suggest content improvements.

Preferred Qualifications

• 2 years of experience in administrative support within a financial services firm, RIA, or similar industry
• Strong attention to detail and ability to handle sensitive client data with discretion
• Proficiency in Redtail CRM, Schwab platform, DocuSign, Google Workspace, Orion Planning, Wix, Canva
• Ability to work independently in a remote setting while maintaining efficiency and accuracy
• Strong organizational and communication skills
• Familiarity with financial services regulations and compliance is a plus
• Employment is contingent upon successfully passing an FBI background check, as required for financial services professionals.

Compensation & Benefits

• $24 - $30/hour- starting hourly with potential for salary conversion based on performance
• Health insurance
• Retirement
• Paid time off
• Professional development reimbursement

Application Process

Apply at: https://www.tmannfinancial.com/careersinternships

Email questions to hr@tmannfinancial.com.

We look forward to hearing from you!

Job Type: Full-time

Pay: $24.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• Financial planning services
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Application Question(s):

• Which software platforms are you proficient in (Redtail CRM, Schwab, DocuSign, Google Workspace, Mailchimp, Canva, Levitate, Wix, Orion Planning)?

Experience:

• Administrative Support: 2 years (Preferred)

Location:

• Lane County, OR (Required)

Work Location: Remote

Salary : $24 - $30