Help create an exceptional client experience.
At S. R. Schill & Associates, we believe financial advice is about relationships, trust, and creating an experience that makes clients feel genuinely cared for.
We're looking for an Administrative & Operations Coordinator who enjoys bringing order to busy days, helping others succeed, and making sure nothing falls through the cracks.
In this role, you'll become the operational heartbeat of our office, keeping advisors organized, supporting our team, and ensuring every client interaction reflects the high standards we've built our reputation on.
What You'll Do
No two days are exactly alike, but your work will include things like:
- Greeting clients and creating a warm, professional first impression
- Answering phones and coordinating appointments
- Managing advisor calendars and meeting logistics
- Preparing conference rooms for client meetings
- Keeping client information organized and up to date in our CRM
- Helping maintain an organized, welcoming office environment
- Coordinating with vendors and assisting with office operations
- Supporting special projects that improve how our firm serves clients
As you grow into the role, you'll have opportunities to take on additional operational responsibilities and help shape how our office runs.
Who You'll Be
The best person for this role probably:
- Enjoys helping people
- Notices the little things others miss
- Takes initiative instead of waiting to be asked
- Anticipates what others need before they ask
- Is comfortable learning new technology and software
- Thrives when juggling a variety of responsibilities
- Communicates professionally with clients and coworkers
- Takes pride in keeping things organized and running smoothly
- Is dependable, mature, and enjoys being part of a team
You don't need to know everything on day one. We can teach our systems, but we're looking for someone with the judgment, attitude, and curiosity to learn.
What Success Looks Like
After you've settled into the role, you'll be someone who:
- Makes every client feel welcomed and valued
- Keeps advisors focused on serving clients instead of administrative tasks
- Maintains organized, accurate records
- Spots potential issues before they become problems
- Finds ways to improve processes rather than simply following them
- Helps create a calm, efficient, professional office environment
Why Join Us?
We're a small, collaborative team that values professionalism, kindness, and continuous improvement. Your work will have a direct impact on both our clients' experience and the success of the firm.
If you enjoy solving problems, taking ownership, and being someone others can rely on, we'd love to meet you.
Pay: $50,000.00 - $62,500.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
Work Location: In person
