Client Service Coordinator

• Manage front desk and phone coverage, ensuring a professional first point of contact
• Handle incoming and outgoing mail, including maintaining check logs
• Order office supplies, stationery, and assist with licensing and expense reporting
• Provide administrative support to advisors as needed
• Support branch event planning and execution alongside leadership
• Assist with internal projects (OAR-related contributions)
• Coordinate branch meetings, including confirming wholesalers, ordering lunch, and tracking attendance
• Assist with advertising tasks and sending regional webinar invitations

• High school diploma or equivalent
• 1+ year of administrative, client service, or office support experience
• Strong communication and organizational skills
• Ability to multitask and manage priorities in a fast-paced environment
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Detail-oriented with a professional and proactive approach
• Ability to work onsite in Providence, RI
• Strong attention to detail and reliability
• Comfortable handling multiple administrative functions simultaneously

1+ year of administrative / client service / office support experience preferred

• Medical, vision, dental, life and disability insurance
• 401(k) plan