You will only be considered for this position if you email your responses to the screening questions listed at the bottom of this job description to McKenna@AdvisorPACT.com. About the Role Palmetto Coast Advisors is a boutique, fee-only advisory firm serving a select group of families through long-term planning relationships. We're hiring a Client Service & Operations Coordinator to work directly with the firm's founder. This is not a typical administrative job. The firm runs on a documented, AI-assisted workflow that handles meeting follow-up, document drafting, and filing, and you will be its day-to-day operator. The role comes down to three things: Responsibilities Run the system. Check the firm's automated workflow every day. Confirm files landed where they should, catch breakdowns early, and fix or escalate them. Over time, you'll help improve the firm's processes and operations. You don't need to be a programmer. You do need to be comfortable with technology, quick to learn new software, and genuinely interested in working with AI tools. Drive action items to completion. Every client meeting produces a task list, and you own it: new account applications, transfer paperwork, service forms, scheduling, and follow-through until each item is done. Precision matters here. A single wrong digit on a transfer form is a real problem. Take care of people. You'll often be the first voice or email a client encounters, and you'll coordinate with clients' CPAs, attorneys, and insurance professionals. Warm, professional communication is non-negotiable. • What we're looking for Exceptional attention to detail and follow-through Fast learner with new systems and software, comfortable using AI tools Able to manage multiple priorities without dropping details Professional written and verbal communication Discretion and confidentiality with sensitive information Works independently after training, and knows when to ask Takes ownership instead of waiting for instructions Financial services experience is not required. We are willing to train the right person. We are looking for someone who is dependable, organized, eager to learn, and committed to delivering an exceptional client experience. Compensation & Schedule Part-time W-2 position, approximately 20-25 hours per week Primarily remote, with occasional in-person meetings in the Charleston, SC area Competitive hourly pay based on experience Real path to full-time as the firm grows About Palmetto Coast Advisors We're a fee-only registered investment adviser. We earn no commissions and sell no products. We build long-term plans for a limited number of families, and we coordinate with each family's CPA, attorney, and insurance professionals so every part of their financial life works together. Our clients expect careful work and responsive service, and every member of the team contributes to that. Screening Questions 1. Describe a time you were responsible for keeping multiple projects, deadlines, or responsibilities organized. How did you ensure nothing fell through the cracks? 2. Tell us about a situation where you identified a problem before someone else noticed it. What did you do? 3. Describe a time you had to communicate professionally with a client or customer during a challenging situation. How did you handle it? 4. Give an example of a time you learned a new system, software, or process quickly. What approach did you take? 5. We're looking for someone who takes ownership rather than waiting to be told what to do. What does taking ownership mean to you, and can you provide an example from your experience?

Pay:

$27.00 - $32.00 per hour Application Question(s): Describe a time you were responsible for keeping multiple projects, deadlines, or responsibilities organized. How did you ensure nothing fell through the cracks? Tell us about a situation where you identified a problem before someone else noticed it. What did you do? Describe a time you had to communicate professionally with a client or customer during a challenging situation. How did you handle it? Give an example of a time you learned a new system, software, or process quickly. What approach did you take? We're looking for someone who takes ownership rather than waiting to be told what to do. What does taking ownership mean to you, and can you provide an example from your experience?

Work Location:

Hybrid remote in Mount Pleasant, SC 29464