Arcadia Financial · 1 day ago
Client Concierge (administrative coordinator)
Manchester, New Hampshire, United States
Full-time
Onsite
New Grad, Entry Level
$48K/yr - $50K/yrArcadia Financial is a company focused on delivering exceptional client experiences. The Client Concierge role is responsible for providing a warm and professional service to clients while ensuring smooth office operations and supporting advisors and internal teams with administrative tasks.
AdviceFinancial ServicesRetirement
Responsibilities
Serve as the first point of contact for clients, delivering a warm, professional, and attentive experience
Record and enter advisor dictation notes accurately across applicable CRM systems
Coordinate, document, and support advisor and EP meetings, including preparation of materials
Prepare first-appointment folders and client-facing materials
Organize and facilitate conference calls, Zoom, and hybrid meetings, including ZoomCast setup
Make scheduled outbound and inbound client calls as directed
Manage onboarding and new-lead communications, ensuring accurate CRM data entry
Triage and respond to client inquiries with professionalism, discretion, and timeliness
Prepare and send monthly client birthday cards
Compile and distribute Annual Review Monthly Reports and Lead Status Monthly Reports
Coordinate client mailings and outgoing correspondence
Manage client scheduling and calendar coordination
Open and close the office according to established security and operational protocols
Maintain lobby, conference rooms, kitchen, and client-facing spaces to hospitality standards
Prepare conference rooms daily, including technology setup, water, and refreshments
Manage front desk presentation including music, TV welcome slides, and overall ambiance
Monitor voicemail and route messages to appropriate team members
Print and distribute daily advisor calendars and meeting schedules
Maintain inventory and presentation of beverages, snacks, and office supplies
Ensure décor, plants, and client-facing details contribute to a welcoming environment
Utilize Redtail CRM to maintain accurate client and household records and support onboarding
Utilize Canopy to collect, scan, organize tax documents, and support signatures and payments during tax season
Manage client and internal communications through Outlook and Slack
Support scheduling and calendar coordination using internal calendaring tools
Prepare reports, documentation, and meeting notes using Microsoft Office or Google Workspace
Operate office equipment including printers, scanners, and conferencing technology
Triage incoming tax documents and client requests during tax season
Schedule tax-related meetings and coordinate advisor calendars
Enter dictation notes into Canopy and organize supporting documentation
Coordinate client signatures and collect payments as needed
Support additional projects and coverage as business needs require
Qualification
Required
Prior experience in a client-facing, administrative, or hospitality-focused role preferred
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication skills
Comfortable managing multiple priorities in a fast-paced, client-centric environment
Proficiency with CRM systems, email platforms, scheduling tools, and office technology
Demonstrated ability to handle confidential information with discretion and professionalism
Company
Arcadia Financial
Arcadia Financial is a financial services firm helping individuals create retirement strategies.
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Panico
CEO
Company data provided by crunchbase