About Us
Creekside Financial Advisors, LLC is a boutique financial services firm dedicated to helping individuals and families strive for their financial goals through customized planning and personalized service. We pride ourselves on building long-term relationships with our clients while maintaining a collaborative, family-oriented workplace that values teamwork, professionalism, and exceptional client care.
Position Summary
We are looking for a friendly, organized, and service-oriented professional to join our team as our Client Services & Reception Coordinator. This role serves as the first point of contact for clients while also providing administrative and operational support to our advisors and office staff.
The ideal candidate enjoys interacting with people, thrives in a fast-paced office environment, has exceptional attention to detail, and takes pride in creating an outstanding client experience.
Primary Responsibilities:
Reception & Client Experience
- Welcome clients and visitors, ensuring a warm, professional first impression.
- Answer and direct incoming phone calls with professionalism and efficiency.
- Prepare conference rooms for client meetings, including beverages and meeting materials.
- Maintain a clean, organized, and welcoming reception area.
- Schedule, confirm, and coordinate client appointments.
- Assist with outgoing mail, incoming deliveries, and office correspondence.
- Maintain office supplies and hospitality inventory.
Administrative & Advisor Support
- Enter and maintain accurate client information within the CRM system.
- Assist advisors with routine client service requests and administrative paperwork.
- Prepare meeting packets and supporting documents for client review meetings.
- Generate reports using financial planning and portfolio management software.
- Process basic account maintenance requests and follow established procedures.
- Communicate with our broker-dealer and custodians regarding service requests.
- Support office projects and administrative initiatives as needed.
- Assist with special events, client appreciation events, and other office activities.
We're Looking For Someone Who Is
- Personable and genuinely enjoys helping people
- Highly organized and dependable
- Comfortable multitasking in a busy office
- Detail-oriented and accurate
- Professional in both appearance and communication
- Positive, collaborative, and team-focused
- Adaptable and eager to learn
Qualifications
Required
- High school diploma or equivalent
- Excellent customer service and communication skills
- Strong organizational and time management abilities
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Ability to learn new technology and software quickly
- Ability to pass employment, FBI, BCI, and fingerprint background checks
Preferred
- Experience working in a professional office environment
- Experience in financial services, banking, insurance, or other professional services is a plus
- Familiarity with CRM software (Redtail experience is a plus)
Benefits
- 401(k) with employer match
- Paid vacation and sick time
Schedule
Full-Time
Monday–Friday
9 AM – 5:00 PM
Work Location: In person – Pepper Pike
Pay: $21.50 - $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Education:
- High school or equivalent (Required)
Ability to Commute:
- Pepper Pike, OH 44124 (Required)
Work Location: In person
