About this opportunity
Merritt Financial lists this Office Manager & Client Experience Coordinator opportunity in cartersville, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Office Manager & Client Experience Coordinator
About the role
Merritt Financial is seeking a highly organized, client-focused professional to serve as our Office Manager & Client Experience Coordinator. This role is the operational backbone of the office—ensuring smooth daily operations, a consistent and welcoming client experience, and strong execution support for the Lead Advisor.
Base pay range: target range $60,000+ commensurate with experience.
Discretionary bonus potential: approximately 3–5%
Benefits include: 401(k) with employer match, plus additional benefits discussed during the hiring process.
Key responsibilities
Client experience & reception: greet clients/visitors, answer phones professionally, and maintain a welcoming office environment.
Scheduling & calendar management: manage the firm’s master calendar; schedule client appointments and annual reviews; coordinate meeting logistics.
Office operations: oversee supplies, mail processing, filing systems, and coordination with office vendors (maintenance, services, etc.).
Events & hospitality: support client appreciation events, workshops, and in-office hospitality details.
Administrative & Lead Advisor support: provide direct execution support to the Lead Advisor including meeting preparation, document organization, follow-up tasks, and special projects as assigned.
Social media & communications coordination (non-strategic): maintain the posting calendar; schedule pre-approved content through designated tools; monitor engagement and route items for follow-up; ensure compliance with firm and broker‑dealer guidelines.
Qualifications
Strong organizational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication; professional, client-service mindset.
Comfortable with scheduling tools, document management, scanning, and basic office technology.
Proactive, dependable, and able to work independently with good judgment.
Prior experience in office administration, client service, or professional services preferred (financial services a plus).
What success looks like
Clients consistently feel welcomed and well cared for from the moment they contact or visit the office.
Calendars, meetings, and annual reviews are scheduled accurately and run smoothly.
Office operations are organized and proactive—supplies, vendors, mail, and records are handled with minimal friction.
The Lead Advisor experiences reduced administrative burden and improved capacity to focus on client‑facing work.
Pre-approved social posts are published on schedule and handled in a compliant, consistent manner.
How to apply
Apply through LinkedIn. Qualified candidates will be invited to schedule virtual and in-person interviews and provide references.
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Worksite address
cartersville, GA, 30120, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.