Client Care Coordinator - Real Wealth Advisors, LLC : Job Details

Real Wealth Advisors is a wealth planning firm focused on helping clients simplify the complex areas of financial, tax and estate planning. Our clients are at the core of everything we do and drive us to continually evolve to better meet their needs. We enjoy working hard and being a part of something bigger than ourselves with our reward being able to see the impact and difference we make in their lives. Thank you for considering this opportunity to become part of our team.

Position Overview:

The Client Care Coordinator will be responsible for overseeing the day-to-day administrative operations of our branch office. This role includes managing office tasks, supporting the RWA team, and ensuring that the office operates in a professional, organized, and efficient manner. The ideal candidate will be proactive, highly organized, and have strong communication skills, all while maintaining a high level of professionalism.

Key Responsibilities:

Office Operations & Support:

• Assist with front office operations, including greeting clients, answering phone calls, and directing inquiries to the appropriate team members.
• Maintain the office environment to ensure it is organized, clean, and presentable at all times.
• Order office supplies, maintain inventory, and ensure office equipment is functional.
• Assist in preparing and processing account documentation and client reports.

Client Relations:

• Serve as the first point of contact for clients visiting the branch or calling in.
• Provide general information to clients regarding services offered and direct them to appropriate team members.
• Maintain client records, ensure accuracy, and assist with scheduling appointments.

Administrative Support:

• Assist in coordinating meetings, appointments, and events for advisor(s) and clients.
• Prepare, organize, and maintain files, records, and other essential documents.
• Handle incoming and outgoing correspondence, including mail, email, and faxes.
• Support compliance by ensuring necessary documentation and forms are up to date.

Financial Document Management:

• Assist with data entry, processing forms, and maintaining client files in accordance to privacy policies and regulatory standards.
• Ensure that all paperwork, filings, and data are properly organized and filed away.

Branch Coordination:

• Work closely with the RWA Advisors and team members to ensure smooth daily operations.

Qualifications:

• 4 year college degree or higher; a degree in business administration, finance, or a related field is a plus.
• Previous experience in an administrative role, preferably within a financial services environment.
• Strong organizational skills, with the ability to multitask and manage competing priorities.
• Excellent communication skills (written and verbal) and a friendly, professional demeanor.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and general office equipment (copiers, scanners, fax machines).
• Ability to maintain confidentiality and handle sensitive information with integrity.
• A proactive, resourceful attitude with a strong attention to detail.
• Basic understanding of financial products and services is a plus, but not required.

Work Environment:

• Full-time, in-office position.
• Monday through Friday schedule (8am to 5pm).
• Occasional overtime may be required to support needs.

Benefits includes:

• Competitive salary based on experience.
• Health insurance
• Paid Time Off
• 401K Match
• Profit Sharing

Why Join Real Wealth Advisors Team:

• Client-Centered Approach - Our clients are at the heart of everything we do.
• Collaborative Environment - We foster a team-oriented culture where each member's contributions are valued, and collective success is celebrated.
• Professional Growth - We are committed to the continuous development of our team members.
• Meaningful Impact - Experience the fulfillment of making a tangible difference in the financial well-being of the people we serve.