FirsTrust is a fee-only fiduciary wealth management firm in Daytona Beach. We do not sell any products or accept commissions. We're hiring a Client Service Coordinator to be the right hand to our lead advisors and keep their client book running, so nothing slips through the cracks.
What you'll do
- Keep track of every client: where they stand, when they're due for a review, what's still open.
- Prep meeting materials, and capture the follow-ups in our CRM, process notes.
- Drive open items to done, handing account paperwork to our operations team.
- Stay ahead of deadlines and protect the advisor's calendar and inbox.
What we're looking for
- 1 to 3 years in administrative or operations roles.
- Relentlessly organized, sharp on priorities, and trustworthy with confidential information.
- Comfortable in Outlook and quick to learn a CRM (we use Wealthbox).
What we offer
- Health insurance
- Flexible PTO
- Tuition reimbursement
- A stable, fiduciary firm where you'll own real responsibility and grow alongside a senior advisor, without any quotas.
Full-time, in person, Daytona Beach.
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Retirement plan
- Tuition reimbursement
Application Question(s):
- This role involves handling confidential client and financial information daily. Do you have experience working with sensitive or confidential information? (Yes/No)
- How many years of experience do you have in operations, client service, or administrative roles?
Education:
- High school or equivalent (Required)
Ability to Commute:
- Daytona Beach, FL 32114 (Required)
Work Location: In person
