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Administrative and Office Coordinator Marangola Financial Group Calabasas, CA Job Details Full-time $70,000 - $85,000 a year 3 days ago Benefits On-site gym 401(k) matching Qualifications Microsoft Word Customer communication Teamwork Executive administrative support Attention to detail Problem-solving Full Job Description About this Job Marangola Financial Group is a values-driven, family-centered financial services firm dedicated to helping clients build, manage, and preserve their wealth. We are seeking a dependable, organized, and personable Administrative & Office Coordinator to support our team of three financial advisors and help ensure the smooth day-to-day operation of our office. This role offers a variety of responsibilities, including supporting client relationships, coordinating schedules and meetings, assisting with marketing initiatives, preparing client correspondence, managing documents, and maintaining a welcoming and organized office environment. As a small, family-owned business, we value flexibility, teamwork, and a willingness to pitch in wherever needed. The ideal candidate is someone who enjoys wearing many hats, takes pride in their work, and contributes to a positive, professional, and client-focused experience. This is a full-time, in-person position. Responsibilities will include, but are not limited to: Answer incoming calls and respond to client inquiries or direct callers to the appropriate person as needed. Welcome clients and visitors, ensuring a warm and professional experience upon arrival. Manage calendars for three advisors and schedule meetings with clients Manage client communications, correspondence, and mail Assist with client marketing initiatives including client mailings Maintain and update the CRM system, track tasks, and ensure client requests are documented and routed to the appropriate team member. Communicate and coordinate with business partners (i.e., account custodians, third-party program sponsors, broker-dealers, etc.) Order office supplies Assist team with ad-hoc projects Qualifications and skills: Strong educational or work experience background Personable Strong project management skills Excellent attention to detail Proficiency in Microsoft Word Exceptional written and verbal communication skills Ability to solve problems and work independently

Benefits:

• Employer-subsidized health insurance
• 401K matching program
• Assistance with professional education program costs
• On-site fitness center The financial professionals at Marangola Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member

FINRA/SIPC.

Tax related services offered through Marangola Financial Group. Marangola Financial Group is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.

Pay:

$70,000.00 - $85,000.00 per year

Work Location:

In person