Office Manager & Client Experience Coordinator
About the role
Merritt Financial is seeking a highly organized, client-focused professional to serve as our Office Manager & Client Experience Coordinator. This role is the operational backbone of the office—ensuring smooth daily operations, a consistent and welcoming client experience, and strong execution support for the Lead Advisor.
Base pay range: target range $60,000+ commensurate with experience.
Discretionary bonus potential: approximately 3–5%
Benefits include: 401(k) with employer match, plus additional benefits discussed during the hiring process.
Key responsibilities
- Client experience & reception: greet clients/visitors, answer phones professionally, and maintain a welcoming office environment.
- Scheduling & calendar management: manage the firm’s master calendar; schedule client appointments and annual reviews; coordinate meeting logistics.
- Office operations: oversee supplies, mail processing, filing systems, and coordination with office vendors (maintenance, services, etc.).
- Events & hospitality: support client appreciation events, workshops, and in-office hospitality details.
- Administrative & Lead Advisor support: provide direct execution support to the Lead Advisor including meeting preparation, document organization, follow-up tasks, and special projects as assigned.
- Social media & communications coordination (non-strategic): maintain the posting calendar; schedule pre-approved content through designated tools; monitor engagement and route items for follow-up; ensure compliance with firm and broker‑dealer guidelines.
Qualifications
- Strong organizational skills, attention to detail, and ability to manage multiple priorities.
- Excellent written and verbal communication; professional, client-service mindset.
- Comfortable with scheduling tools, document management, scanning, and basic office technology.
- Proactive, dependable, and able to work independently with good judgment.
- Prior experience in office administration, client service, or professional services preferred (financial services a plus).
What success looks like
- Clients consistently feel welcomed and well cared for from the moment they contact or visit the office.
- Calendars, meetings, and annual reviews are scheduled accurately and run smoothly.
- Office operations are organized and proactive—supplies, vendors, mail, and records are handled with minimal friction.
- The Lead Advisor experiences reduced administrative burden and improved capacity to focus on client‑facing work.
- Pre-approved social posts are published on schedule and handled in a compliant, consistent manner.
How to apply
Apply through LinkedIn. Qualified candidates will be invited to schedule virtual and in-person interviews and provide references.
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