Client Administrative Specialist

Full-time | On-site | Tampa,FL

Walser Wealth Management is seeking a highly organized and detail-oriented Administrative Specialist to support our advisors and ensure a smooth, consistent experience for prospects and clients. This role is essential in managing communication, scheduling, follow-up, and administrative processes within our firm.

Key Responsibilities

Client & Prospect Support

• Answer incoming office calls promptly and professionally
• Manage advisor pipelines and move prospects through the meeting process
• Qualify, Book and confirm appointments via phone, email, and text
• Complete consistent follow-ups for no-shows, reschedules, and inactive prospects
• Create and update CRM profiles and manage advisors' calendars
• Upload and organize Zoom recordings and documentation

Meeting Preparation & Coordination

• Send meeting links and communications
• Update calendar statuses
• Prepare statements, questionnaires, risk score assessments, and required forms
• Ensure all documents are saved properly to the server
• Support advisors with document needs and information gathering

Administrative & Office Support

• Assist with mail, office upkeep, and restocking supplies
• Manage sympathy cards, onboarding cards, and client packages
• Add detailed notes to CRM after all communications
• Support company events, seminars, and client activities (setup, confirmation calls, follow-up, etc.)

Marketing & Team Events

• Participate in company-sponsored marketing and business development events
• Some events require after-hours, weekend, or travel availability

Qualifications

• Previous administrative or client service experience preferred
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Comfortable managing multiple deadlines and tasks at once
• Tech-savvy and able to learn systems quickly (CRM experience is a plus)
• Professional, positive, and team-oriented attitude
• Bachelor's degree required

What We Offer

• A supportive and collaborative team culture
• Meaningful work helping families achieve financial clarity
• Opportunities for professional growth as the firm continues to expand
• A role where reliability, organization, and communication are rewarded

Benefits

Walser Wealth Management offers a comprehensive benefits package, including:

• Paid Time Off (PTO)
• Sick Time
• Paid Holidays
• 401(k)
• Health Care Benefits
• Parental leave policy
• Work Anniversary Celebrations
• Birthday Celebrations
• Team Bonding and Wellness Events

Job Type: Full-time

Pay: $40, $50,000.00 per year

Benefits:

• Health insurance
• Paid time off

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 2 years (Preferred)

Work Location: In person