Benefits:

401(k) matching

Paid time off

Profit sharing

We’re looking for a highly competent professional who enjoys being the steady center of a busy financial office. This is a long-term role (3–5+ years) for someone who values stability, consistency, and becoming truly exceptional in a specialized position. If you love creating outstanding client experiences, managing complex office workflows, supporting advisors, and keeping an organization running at a high level, this role is designed for you. Our team is looking for an outstanding Client Concierge.

This is not your typical receptionist. We have the highest standards and expectations. This role entails developing and analyzing client reports, management of multiple software services, and the capacity to understand financial frameworks. Interest in finance is a must. Degree is not required but highly recommended.

About Us: Journey Financial, Inc. is a dynamic and client-focused financial firm committed to delivering exceptional service and personalized experiences. As the Client Concierge, you will be the face of our office—greeting clients, managing schedules, and ensuring operations flow seamlessly. As a family focused company, our office closes at 4pm daily.

Key Responsibilities:

Office & Administrative Support:

· Act as the first point of contact for clients and visitors, ensuring a welcoming and professional environment.

· Maintain the office’s organization, appearance, and overall atmosphere.

· Manage calendars, schedule appointments, and coordinate daily office operations throughout multiple platforms.

· Process client paperwork, handle mail, and oversee shipping tasks. · Support compliance documentation and annual client service tasks

· Support staff and marketing during client events and special occasions.

Client Engagement & Support:

· Assist clients with inquiries and direct them to Advisors as needed.

· Look for meaningful ways to engage with clients, creating a memorable experience.

· Assist with beneficiary updates, address/email changes, and online account access.

Who You Are:

· Relentless in the Pursuit of Greatness, highly organized with excellent attention to detail.

· Passionate about helping others, personable and professional with strong communication skills.

· Education Focused, open to new opportunities and solutions to unique problems.

· Tech-savvy, comfortable using scheduling tools, CRM systems, email management, and printing and shipping.

· A proactive problem-solver who can identify and solve issues in a client-facing role.

· Team-oriented, able to collaborate effectively with Advisors and staff.

What We Offer:

· A positive and professional work environment.

· Competitive compensation and benefits.

· Full-time work hours from 8am to 4pm M-F.

· The chance to make a real impact on clients’ experiences.

If you’re looking for a role where you can blend administrative excellence with meaningful client interactions, apply today!