Strategic Financial Group · 1 week ago
Client Care Coordinator/Office Administrator
Elk River, MN
Full-time
Onsite
Entry, Mid Level
$47K/yr - $75K/yr
2+ years expStrategic Financial Group is a dynamic and client-focused firm specializing in financial and retirement planning. They are seeking a highly motivated and service-oriented Client Care Coordinator / Office Administrator to deliver outstanding administrative and client support, ensuring seamless office operations and maintaining high standards of service.
Business DevelopmentFinancial ServicesInsurance
Responsibilities
Greet clients warmly and create a welcoming atmosphere in person and over the phone
Confirm appointments, manage follow-ups, and communicate proactively with clients
Maintain consistent outreach to clients to ensure satisfaction and address inquiries
Assist with policy-related questions, updates, and changes
Perform general administrative duties such as scanning, electronic filing, and document organization
Coordinate daily schedules and maintain calendars for the team to meet key milestones and deadlines
Prepare materials for team meetings and client consultations
Create and send personalized video email communications
Process financial and insurance applications accurately and efficiently
Manage CRM data: input new clients, maintain up-to-date records, and oversee task and calendar management
Assist with special projects, as assigned
Manage and schedule content for social media platforms
Utilize Microsoft Office (Word, Excel, PowerPoint) and Google Workspace tools effectively
Comfortable with technology and willingness to learn new platforms
Qualification
Required
Discretion
Strong organizational skills
Attention to detail
Ability to communicate effectively across diverse client and team interactions
Greet clients warmly and create a welcoming atmosphere in person and over the phone
Confirm appointments, manage follow-ups, and communicate proactively with clients
Maintain consistent outreach to clients to ensure satisfaction and address inquiries
Assist with policy-related questions, updates, and changes
Perform general administrative duties such as scanning, electronic filing, and document organization
Coordinate daily schedules and maintain calendars for the team to meet key milestones and deadlines
Prepare materials for team meetings and client consultations
Create and send personalized video email communications
Process financial and insurance applications accurately and efficiently
Manage CRM data: input new clients, maintain up-to-date records, and oversee task and calendar management
Assist with special projects, as assigned
Manage and schedule content for social media platforms
Utilize Microsoft Office (Word, Excel, PowerPoint) and Google Workspace tools effectively
Comfortable with technology and willingness to learn new platforms
Ability to work proactively and independently while managing multiple priorities
Comfortable working with retirees and pre-retirees in a financial services environment
Ability to commute to Elk River, MN 55330
Preferred
Professionalism and discretion when handling sensitive information
Strong attention to detail with a commitment to excellence
Outstanding communication skills, both written and verbal
Positive, can-do attitude with a strong work ethic and willingness to learn
Associate's or Bachelor's degree
2+ years of administrative or office experience
Experience in financial services or insurance industry
Insurance license is a bonus, but not required
Benefits
401(k)
401(k) matching
Paid time off
Company
Strategic Financial Group
Welcome to Strategic Financial Group, formally MassMutual Greater Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Briyana Clark
Executive Assistant to Chief Executive Officer/ GA
Lena Allouche
Chief Growth Officer
Company data provided by crunchbase