Administrative & Marketing Coordinator for Financial Planning Firm

Client Experience Coordinator

Location: Bellevue, WA (In-office)

Schedule: Full-Time, Monday–Friday, 8:00 a.m.–5:00 p.m. (flexible start/end times)

Compensation & Benefits: DOE + bonus potential, health insurance, retirement plan, paid vacation, holidays, and sick leave

About You

Do you love creating exceptional client experiences? Are you tech-savvy, organized, and proactive? If you’re a problem-solver who thrives in a collaborative environment and enjoys making a meaningful impact, we want you on our team!

You’re a great fit if you:

Communicate clearly and professionally (written and verbal)

Are highly organized and detail-oriented

Go the extra mile for clients and teammates

Bring energy, enthusiasm, and a positive attitude

Enjoy learning and finding new ways to add value

Are resourceful and self-motivated

Can prioritize, manage projects, and meet deadlines

Work well independently and as part of a team

Maintain professionalism while having fun

About the Role

As our Client Experience Coordinator, you’ll be the go-to person for ensuring clients receive exceptional service and communication. You’ll manage processes, track requests, and support advisors while enhancing our client experience through systems and creative solutions.

Key Responsibilities: Client Service

Provide consistent, timely communication and support

Prepare and process service requests and new accounts

Document interactions in CRM (Redtail experience a plus)

Track submissions from start to finish

Handle general administrative tasks

Key Responsibilities: Marketing Support

Assist with social media, website updates (WordPress), and content delivery

Manage client database and Mailchimp communications

Help with presentations, newsletters, and event planning

Support podcast/blog management and PR campaigns

About Us

We’re a boutique financial planning firm in Bellevue, WA, specializing in complex estate and charitable planning. Our mission: empower clients to live purpose-filled lives and leave lasting legacies. We’ve been recognized as a Top Wealth Manager by Seattle Magazine for 10+ years, thanks to our expertise, exceptional service, and warm, family-like culture.

What We Offer

Competitive salary + variable bonus

Health insurance, retirement plan

Paid vacation, holidays, and sick leave

A collaborative, growth-oriented environment

How to Apply

Email your cover letter and resume. Tell us why you’re an excellent fit and include your salary expectations.