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Job description
Financial Clarity Group, Inc. - Cincinnati, OH 45244
Compensation will depend on incoming qualifications
We’re searching for a Director of Client Engagement (admin) who is friendly but direct and organized. For many people you will be the first voice of Financial Clarity Group that people hear. This role is phone and tech-heavy: you’ll be talking with clients, tracking what they need, following up until completion, and keeping our team’s calendars and priorities on track. Think part client concierge, part team assistant, part information hub.
What you’ll do
Answer phones and greet clients, in person and by phone
Track client requests and follow up so nothing slips through the cracks
Manage calendars and scheduling for our team
Use our CRM and other software to keep everything organized (we’ll train you)
Collect and assemble documents for clients
Provide administrative and personal assistant support to our professionals
Handle mail, filing, and day-to-day office tasks
What we’re looking for
Great communicator, comfortable on the phone and in writing
Comfortable learning new technology and software
Organized and able to juggle multiple open items without dropping the ball
Customer service experience preferred
You don’t need to know accounting or tax lingo. We do need someone who’s reliable, sharp, and ready to grow with us.
Schedule
Monday - Friday, 8-hour shifts (7pm departure Feb-April 15)
Weekend availability required January 15 - April 15 each year
Paid time off (personal and vacation)
Referral program
Retirement plan with company match
Financial Clarity Group is a regional CPA firm with a Financial Advisory firm (with the same owner). We are on a mission to change how people experience money and taxes, from scarcity and fear to abundance and empowerment. We’re professional, have a fast-paced working environment, and genuinely care about our team and our clients.
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Worksite address
cincinnati, OH, 45208, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.