Client Coordinator - Cedar Cove Wealth Partners

Job Description

Job Description

Organization / Business Overview :

Cedar Cove Wealth Partners is an independent financial services firm of Thrivent Advisor Network. We help our clients build a financial strategy around what’s important to them. Because life isn’t just about making more, it’s about doing more with what you have.

Position Summary :

This position provides administrative support to the clients and team at Cedar Cove Wealth Partners. This role is critical to our client experience and requires a friendly, upbeat demeanor. The Client Coordinator supports the firm's daily operations and is employed by SBE, LLC.

This role is a part-time, in-person position that requires work on Monday (6-8 hours), Tuesday (6-8 hours) and one additional weekday (6-8 hours).

Position Roles / Responsibilities / Accountabilities :

Office Reception (50%)

• Greet clients in person at our Bloomington office on Mondays & Tuesdays.
• Inbound Communication : Answer, screen and triage phone calls and emails to the appropriate team members. Check and respond to phone messages. Maintain out of office phone message.
• Monitor inventory and order office supplies, beverages, and hospitality items for visiting clients and Cedar Cove team members.
• Processing of mail (incoming and outgoing), UPS and FedEx shipments on Mondays and Tuesdays.
• Keep common areas clean and tidy. Keep the lobby area visually appealing and hospitable.
• Coordinate conference room scheduling for external and internal meetings.
• First point of contact for booking Wells Fargo Tower conference room space.
• Coordinates scheduling for clients and third-party business partners that respond to meeting invitations by phone.
• Assist with large-scale client paperwork scanning or photocopying projects as needed.
• Serve as primary in-office support for staff working remotely.

Client Scheduling (50%)

Other Responsibilities

Position Qualifications

Competencies

External / Internal Dependencies

Cedar Cove Diversity, Equity, & Inclusion Statement

We believe everyone deserves financial peace of mind. At Cedar Cove Wealth Partners, we strive to shape a world where this is accessible to all.

We will advance the principles of inclusion, equity, and diversity in our firm and community. Core actions include :