Bastian Financial

Compensation

Full Description

About Our Firm We are a client-centered financial planning firm serving individuals and families in the Auburn Hills area. Our firm is built on long-term relationships, professionalism, and exceptional client service. We are seeking a polished, highly organized professional to become the primary point of contact for our clients and the operational backbone of our office. This is a long-term, professional part-time role — not a temporary or entry-level position. Position Overview The Client Experience & Operations Coordinator serves as the first impression of the firm. This individual will manage client communications, oversee scheduling and CRM systems, coordinate documentation, and support marketing and social media efforts. We are looking for someone warm, organized, tech-comfortable, and proactive. Schedule Approximately 20–24 hours per week Example schedule: • Monday , Tuesday & Thursday 10:00 AM – 4:30 PM (Schedule may be slightly flexible for the right candidate.) Key Responsibilities • Serve as primary contact for client phone calls and emails • Manage advisor calendar and appointment scheduling • Maintain and update CRM/database systems • Prepare and track client paperwork and documentation • Assist with onboarding new clients • Coordinate follow-ups and task tracking • Support firm marketing initiatives and social media presence • Maintain organization of digital files and office systems • Ensure clients feel welcomed, valued, and cared for Required Experience • 2+ years in a client-facing administrative role • Experience using CRM or database systems (Salesforce, Redtail, Wealthbox, or similar) • Strong calendar management and organizational skills • Proficiency with Microsoft Office and/or Google Workspace • Professional written and verbal communication skills • Experience managing or assisting with business social media platforms Ideal Candidate • Warm, personable, and confident with clients • Extremely detail-oriented and organized • Comfortable learning and managing new technology • Proactive and self-directed • Takes pride in representing a professional brand • Looking for a long-term role in a stable, growing firm This Position Is NOT Ideal For Someone Who: • Is seeking short-term or temporary work • Prefers minimal client interaction • Struggles with organization or follow-through • Requires constant direction • Is juggling multiple unrelated part-time roles Compensation $26-30 per hour depending on experience and skill level Opportunity for growth as the firm expands Application Instructions To apply, please submit your resume and a brief paragraph explaining why you believe you would be a strong fit for a small financial planning firm. Please include the word “Precision” in the first line of your application so we know you reviewed the full posting. Pay: $26.00 - $30.00 per hour Application Question(s): • Which CRM or database systems have you used professionally? • What hourly pay range are you seeking? • How comfortable are you learning new software platforms? • Are you seeking a long-term position? Education: • High school or equivalent (Required) Experience: • Administrative: 2 years (Required) • Office Manager : 2 years (Required) • Client Services: 2 years (Required) Work Location: In person