Make retirement planning feel simple—for every client who calls.
Business Support Coordinator | Premier Planning Professionals (On-site)
Waterford, CT
You’re the kind of person who can keep ten details straight, follow up without dropping a ball, and make people feel instantly taken care of. In this role, you’ll be the “calm center” of our office—owning the workflows that turn new prospects into confident clients and keeping ongoing service crisp, organized, and timely.
What you’ll get (day one)
- $55,000 - $60,000 Base Salary + Bonus Opportunities
- A seat close to the decision-makers—your improvements get implemented
- A clear path to grow into Office Manager / Operations Manager responsibilities as you master the role
- An “enhance everything” mindset—continuous improvement in systems and client experience
What you’ll do
- Run a clean client onboarding process: forms, signatures, account setup steps, and proactive follow-ups
- Coordinate schedules, meetings, and client events so the advisor team stays focused on planning—not logistics
- Keep records accurate, organized, and easy to retrieve (CRM + digital files)
- Be the first point of contact for client questions and service requests—resolve what you can, escalate what you should
- Support sales and marketing execution: client communications, lead tracking, and campaign/event coordination
Required qualifications
- Administrative or client service experience (financial services, insurance, or another professional services environment is a plus)
- Strong organization and attention to detail
- Confident written and verbal communication
- Comfort with Microsoft Office and CRM systems
Apply now to start a confidential conversation. If you’re the person who makes processes smoother and clients happier, we want to meet you.
