Administrative & Client Services Coordinator
Arcadia Financial · Andover, MA · 3 wk ago
On-siteAdministrative$55k–$60k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real content. The posting includes Position Overview (could be About the role). Key Responsibilities (Responsibilities). Qualifications (Qualifications). Benefits (Benefits). Also there is Pay: "Annual salary range $55,000 - $60,000 depending on experience". That's Pay. Schedule? Not mentioned. So we should not include Schedule. Also maybe Skills? Not explicit separate; but we could include Skills under Qualifications? The instruction: use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should include only those with real content. So we will have:
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real content. The posting includes Position Overview (could be About the role). Key Responsibilities (Responsibilities). Qualifications (Qualifications). Benefits (Benefits). Also there is Pay: "Annual salary range $55,000 - $60,000 depending on experience". That's Pay. Schedule? Not mentioned. So we should not include Schedule. Also maybe Skills? Not explicit separate; but we could include Skills under Qualifications? The instruction: use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should include only those with real content. So we will have:
About the role
(position overview paragraph(s))
Responsibilities
(list of duties from Key Responsibilities, maybe split into subcategories? But we can just list all responsibilities as - items.
Qualifications
(list of qualifications)
Benefits
(list of benefits)
Pay
(salary range)
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. The posting includes some appendix about Service Ownership Area; that's substantive content? It describes specialization areas; could be part of Responsibilities or Qualifications? It's more about role specifics. Might be included under Responsibilities or About the role? It's additional detail about service ownership areas. Could be included under Responsibilities as part of role description. But we need to preserve ALL substantive information. So we need to incorporate that info somewhere. Perhaps we can add a subsection under Responsibilities: "Service Ownership Areas". But we cannot create new headings beyond allowed list? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "use for section headings (e.g. ...)" implying we should use those headings for sections. It doesn't say we cannot add other headings, but to be safe we can embed the appendix content within Responsibilities or About the role as prose or list items.
We need to preserve all substantive information: The appendix describes Service Ownership Areas for Financial Group and Tax. We can include that as part of Responsibilities (maybe as bullet points). Or we could add a separate section "Service Ownership Areas" but that's not in the list; risk of being considered filler? Better to incorporate.
Also there is "SUCCESS LOOKS LIKE" section; that's also substantive. Could be part of About the role or Responsibilities? It describes outcomes. Could be included under About the role as a paragraph.
We need to output only HTML fragment, no markdown fences.
Let's extract content.
About the role: The Position Overview paragraph(s) plus maybe SUCCESS LOOKS LIKE.
Position Overview text:
"The Client Concierge serves as the steward of Arcadia's commitment to delivering a Second to None client experience. Inspired by the principles of family office service and world-class hospitality, the role is responsible for creating meaningful, personalized experiences that make every client feel known, prioritized, and genuinely cared for. By combining hospitality, relationship intelligence, and operational coordination, the Client Concierge ensures clients experience consistency, confidence, and exceptional service across every interaction with Arcadia Financial Group and Arcadia Tax. The role anticipates needs, facilitates seamless communication, and leverages client preferences and insights to create experiences that strengthen trust and deepen relationships. Operating as one unified team, Client Concierge professionals provide seamless support across the organization while maintaining designated Service Ownership Areas to support specialized workflows. Through Extreme Ownership, proactive communication, and a commitment to continuous improvement, the Client Concierge helps bring Michelin-star hospitality principles to the financial services industry. This role may require occasional travel between the Manchester and Andover office locations and reports to the Lead Client Concierge. We are hiring for the Arcadia Financial Service Ownership Area, please see the appendix for additional details."
SUCCESS LOOKS LIKE bullet points (actually lines). We'll convert to list.
Responsibilities: Key Responsibilities section includes many bullet-like sentences. We'll extract each sentence as list item.
Qualifications: list.
Benefits: list.
Pay: salary range.
Now we need to ensure we don't include boilerplate like "If you have experience as an Administrative Assistant..." that's introductory but could be considered part of About the role? It's more like a hook. Could be included in About the role as prose. It's substantive? It's encouraging applicants. Might be considered boilerplate? It's not legal/EEO. It's part of the posting. We'll keep it as part of About the role.
We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. There's none apparent besides maybe the introductory sentence. We'll keep it.
Now craft HTML.
Structure:
About the role
If you have experience as an Administrative Assistant, Executive Assistant, Office Coordinator, Office Manager, Receptionist, Front Desk Professional, or Client Services professional, this could be the perfect next step in your career. At Arcadia Financial Group, we're looking for an organized, proactive professional who thrives on creating exceptional client experiences while keeping operations running seamlessly. This role combines administrative excellence, operational coordination, and personalized client service in a collaborative, team-focused environment where hospitality and attention to detail set us apart. Internally, we refer to this role as Client Concierge because it goes beyond traditional administrative support. Our Client Concierge team serves as the steward of our Second to None client experience, creating meaningful, personalized interactions that make every client feel known, valued, and genuinely cared for. The Client Concierge serves as the steward of Arcadia's commitment to delivering a Second to None client experience. Inspired by the principles of family office service and world-class hospitality, the role is responsible for creating meaningful, personalized experiences that make every client feel known, prioritized, and genuinely cared for. By combining hospitality, relationship intelligence, and operational coordination, the Client Concierge ensures clients experience consistency, confidence, and exceptional service across every interaction with Arcadia Financial Group and Arcadia Tax. The role anticipates needs, facilitates seamless communication, and leverages client preferences and insights to create experiences that strengthen trust and deepen relationships. Operating as one unified team, Client Concierge professionals provide seamless support across the organization while maintaining designated Service Ownership Areas to support specialized workflows. Through Extreme Ownership, proactive communication, and a commitment to continuous improvement, the Client Concierge helps bring Michelin-star hospitality principles to the financial services industry. This role may require occasional travel between the Manchester and Andover office locations and reports to the Lead Client Concierge. We are hiring for the Arcadia Financial Service Ownership Area, please see the appendix for additional details.
Then maybe a for SUCCESS LOOKS LIKE? Could be a list.
Better:
About the role
then ...
then Success Looks Like
but that's not in allowed headings. Could incorporate into About the role as a paragraph: "Success looks like:" then list.
But we could add a Success Looks Like
but risk being considered filler? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but says use for section headings (e.g. ...). It might be okay to add other headings as long as they are . However they said "Prefer a few substantive sections over many thin ones." Adding Success Looks Like as separate section may be thin. Better to incorporate into About the role.
Thus after the paragraph, we can add a - list for Success looks like.
But that would be a list under About the role; okay.
Now Responsibilities: we need to extract each bullet.
Key Responsibilities section includes headings: "Client Experience & Hospitality Execution", "Operational & Team Support", "Office Readiness & Hospitality Execution". We can just list all responsibilities as items.
Let's list them:
- Serve as the first point of contact and ambassador of the Arcadia experience across Arcadia Financial Group and Arcadia Tax.
- Deliver a Second to None client experience by bringing Michelin-star hospitality principles and family office service standards to the financial services industry.
- Create personalized, thoughtful, and memorable interactions that make clients feel known, valued, prioritized, and cared for.
- Anticipate client needs and identify opportunities to enhance the client experience before a request is made.
- Utilize client insights, preferences, personal milestones, family dynamics, communication preferences, retirement goals, and desired family office experiences to create meaningful and personalized interactions.
- Gather, maintain, and continuously enhance client preference data and relationship intelligence within the CRM to support a consistent experience across all departments.
- Partner with financial planners, tax professionals, and support teams to ensure client preferences and service expectations are consistently delivered throughout the organization.
- Serve as the steward of client continuity by ensuring every request has clear ownership, communication, and follow-through.
- Provide exceptional service through phone, email, and in-person interactions.
- Schedule, coordinate, and manage client meetings while delivering a hospitality-focused experience before, during, and after each interaction.
- Proactively communicate updates, expectations, and next steps to clients.
- Conduct follow-up outreach to ensure client needs have been met and service expectations exceeded.
- Support service recovery efforts by resolving routine concerns and restoring confidence when service disruptions occur.
- Continuously identify opportunities to elevate the Arcadia client experience through innovation, feedback, and proactive recommendations.
- Manage shared email inboxes through effective triage, prioritization, allocation, and routing of client and internal requests.
- Create, assign, and maintain CRM activities to ensure timely ownership and accountability of client and operational requests.
- Support scheduling, coordination, and administrative needs for advisors, planners, tax professionals, and operational teams.
- Coordinate mailings, client correspondence, operational communications, and administrative support activities.
- Maintain accurate CRM records, documentation, and client information in accordance with department standards, compliance requirements, and firm expectations.
- Ensure continuity of service through active desk coverage, workload balancing, and collaboration across Client Concierge Service Ownership Areas.
- Provide cross-functional support during periods of high volume, seasonal demand, and team member absences.
- Support firm-wide initiatives, projects, and continuous improvement efforts through effective collaboration across departments.
- Facilitate communication and coordination between departments to support a seamless client experience.
- Demonstrate Extreme Ownership by proactively identifying and resolving operational challenges before they impact the client experience.
- Ensure office environments are consistently prepared to support team members, clients, prospects, and guests.
- Maintain conference rooms, reception areas, hospitality stations, and client-facing spaces to Arcadia standards.
- Coordinate meeting preparation, room readiness, technology setup, and day-of logistics.
- Welcome clients, visitors, and guests with professionalism, warmth, and hospitality.
- Maintain visibility into office schedules, visitor traffic, meeting calendars, and resource utilization.
- Support client events, firm events, educational workshops, and hospitality initiatives.
- Coordinate office preparedness activities including supplies, presentation materials, refreshments, and client accommodations.
- Identify opportunities to improve office operations, hospitality standards, and the overall client and team member experience.
- Support consistency and alignment between the Manchester and Andover office locations.
Also appendix details: Service Ownership Areas specifics. We'll incorporate as list items under Responsibilities maybe after the above.
Appendix details:
Arcadia Financial Group Service Ownership Area In Addition To Core Client Concierge Responsibilities:
- Complete advisor dictation notes and meeting note processing in the CRM.
- Support advisor and planning team scheduling needs.
- Conduct client follow-up activities related to family office
Qualifications
(list of qualifications)Benefits
(list of benefits)Pay
(salary range) We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. The posting includes some appendix about Service Ownership Area; that's substantive content? It describes specialization areas; could be part of Responsibilities or Qualifications? It's more about role specifics. Might be included under Responsibilities or About the role? It's additional detail about service ownership areas. Could be included under Responsibilities as part of role description. But we need to preserve ALL substantive information. So we need to incorporate that info somewhere. Perhaps we can add a subsection under Responsibilities: "Service Ownership Areas". But we cannot create new headings beyond allowed list? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "use for section headings (e.g. ...)" implying we should use those headings for sections. It doesn't say we cannot add other headings, but to be safe we can embed the appendix content within Responsibilities or About the role as prose or list items.
We need to preserve all substantive information: The appendix describes Service Ownership Areas for Financial Group and Tax. We can include that as part of Responsibilities (maybe as bullet points). Or we could add a separate section "Service Ownership Areas" but that's not in the list; risk of being considered filler? Better to incorporate.
Also there is "SUCCESS LOOKS LIKE" section; that's also substantive. Could be part of About the role or Responsibilities? It describes outcomes. Could be included under About the role as a paragraph.
We need to output only HTML fragment, no markdown fences.
Let's extract content.
About the role: The Position Overview paragraph(s) plus maybe SUCCESS LOOKS LIKE.
Position Overview text:
"The Client Concierge serves as the steward of Arcadia's commitment to delivering a Second to None client experience. Inspired by the principles of family office service and world-class hospitality, the role is responsible for creating meaningful, personalized experiences that make every client feel known, prioritized, and genuinely cared for. By combining hospitality, relationship intelligence, and operational coordination, the Client Concierge ensures clients experience consistency, confidence, and exceptional service across every interaction with Arcadia Financial Group and Arcadia Tax. The role anticipates needs, facilitates seamless communication, and leverages client preferences and insights to create experiences that strengthen trust and deepen relationships. Operating as one unified team, Client Concierge professionals provide seamless support across the organization while maintaining designated Service Ownership Areas to support specialized workflows. Through Extreme Ownership, proactive communication, and a commitment to continuous improvement, the Client Concierge helps bring Michelin-star hospitality principles to the financial services industry. This role may require occasional travel between the Manchester and Andover office locations and reports to the Lead Client Concierge. We are hiring for the Arcadia Financial Service Ownership Area, please see the appendix for additional details."
SUCCESS LOOKS LIKE bullet points (actually lines). We'll convert to list.
Responsibilities: Key Responsibilities section includes many bullet-like sentences. We'll extract each sentence as list item.
Qualifications: list.
Benefits: list.
Pay: salary range.
Now we need to ensure we don't include boilerplate like "If you have experience as an Administrative Assistant..." that's introductory but could be considered part of About the role? It's more like a hook. Could be included in About the role as prose. It's substantive? It's encouraging applicants. Might be considered boilerplate? It's not legal/EEO. It's part of the posting. We'll keep it as part of About the role.
We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. There's none apparent besides maybe the introductory sentence. We'll keep it.
Now craft HTML.
Structure:
About the role
About the role
If you have experience as an Administrative Assistant, Executive Assistant, Office Coordinator, Office Manager, Receptionist, Front Desk Professional, or Client Services professional, this could be the perfect next step in your career. At Arcadia Financial Group, we're looking for an organized, proactive professional who thrives on creating exceptional client experiences while keeping operations running seamlessly. This role combines administrative excellence, operational coordination, and personalized client service in a collaborative, team-focused environment where hospitality and attention to detail set us apart. Internally, we refer to this role as Client Concierge because it goes beyond traditional administrative support. Our Client Concierge team serves as the steward of our Second to None client experience, creating meaningful, personalized interactions that make every client feel known, valued, and genuinely cared for. The Client Concierge serves as the steward of Arcadia's commitment to delivering a Second to None client experience. Inspired by the principles of family office service and world-class hospitality, the role is responsible for creating meaningful, personalized experiences that make every client feel known, prioritized, and genuinely cared for. By combining hospitality, relationship intelligence, and operational coordination, the Client Concierge ensures clients experience consistency, confidence, and exceptional service across every interaction with Arcadia Financial Group and Arcadia Tax. The role anticipates needs, facilitates seamless communication, and leverages client preferences and insights to create experiences that strengthen trust and deepen relationships. Operating as one unified team, Client Concierge professionals provide seamless support across the organization while maintaining designated Service Ownership Areas to support specialized workflows. Through Extreme Ownership, proactive communication, and a commitment to continuous improvement, the Client Concierge helps bring Michelin-star hospitality principles to the financial services industry. This role may require occasional travel between the Manchester and Andover office locations and reports to the Lead Client Concierge. We are hiring for the Arcadia Financial Service Ownership Area, please see the appendix for additional details.
Then maybe afor SUCCESS LOOKS LIKE? Could be a list. Better:
About the role
then...
then