About the Role Strategies For Wealth Management is looking for a warm, organized, and detail-oriented professional to be the first point of contact for our clients and the operational backbone of our office. Open due to promotion, this is a great fit for someone who takes pride in creating a polished, welcoming client experience while keeping the behind-the-scenes details running smoothly. If you love being the person who makes everyone's day easier — clients, advisors, and teammates alike — we'd love to meet you. Client Experience Serve as the friendly first voice and face of the firm — answering the main line, directing calls, and greeting clients and prospective clients in the reception area with a beverage and a warm welcome Confirm appointments the day before and retrieve/return messages from the main line in a timely manner Send birthday texts and track team birthdays and work anniversaries (automated systems in place) Calendar & Scheduling Support Review the calendar each morning and afternoon and keep the team informed of appointments and locations Support the founders directly with calendar management, travel arrangements, gift purchasing, and other personal/professional tasks Data & CRM Management Maintain and update client records in our CRM (experience with HubSpot, Salesforce, Redtail, or similar strongly preferred) Input data from seminar, webinar, and workshop intake sheets, and scan intake forms into the database Office Operations Manage incoming/outgoing mail and shipping of brochures and marketing materials Organize attendee paperwork for dinner seminars and workshops Handle light filing and document organization Monitor and order office supplies and inventory (paper, coffee, snacks, envelopes, etc.) What You Bring 2-5 years of experience as an Office Administrator or in a similar client-facing role Strong working knowledge of Microsoft Word, Excel, and general office technology Comfort learning and using CRM platforms Excellent communication skills and a genuine, client-first attitude Highly organized with strong attention to detail and follow-through Financial services or advisory industry experience is a plus, but not required

Pay:

$55,000.00 - $65,000.00 per year

Benefits:

401(k) Health insurance Paid time off

Work Location:

In person