Administrative Assistant

Client Experience Coordinator/Administrative Assistant
Location: Addison, TX (100% on-site, Monday through Friday 8:30-5:30)

About the Firm:
Our client is a full-service financial planning firm with offices in Dallas, Arlington, and Fort Worth. They???re a small, tight-knit team that takes pride in providing an exceptional experience to their clients. With increased visibility from recent TV appearances, the firm is growing rapidly and seeking a warm, professional Client Experience Coordinator to be the face of the office and support new client onboarding.

Position Overview:
This role is perfect for someone who loves people, pays close attention to detail, and thrives in a fast-paced, service-oriented environment. You???ll be the first point of contact for new leads, helping guide them through the intake process, coordinating appointments, and ensuring every client interaction feels personal and polished. You???ll also assist with general office administration and occasional client events.

Key Responsibilities:

• Serve as the first impression for new clients and visitors
• Manage inbound and outbound communication from TV-generated leads
• Coordinate scheduling and client documentation (Calendly, Salesforce, Outlook)
• Greet guests, offer refreshments, and ensure a VIP in-office experience
• Provide administrative support to the team and assist with client events

Qualifications:

• 3???5 years of professional office or client service experience
• Strong communication and organizational skills
• Proficiency in Microsoft Office; Salesforce experience a plus
• High attention to detail, professionalism, and discretion
• Polished, conservative appearance and demeanor

Ideal Candidate:
Enthusiastic, personable, and eager to learn the financial services industry. You deliver white-glove customer service, maintain composure under pressure, and bring positive energy to every client interaction.