Profit Jumpstarter is Hiring 

Wealth Services Coordinator

Location: Remote (with occasional availability for in-person support as needed)

Company: Bailey Wealth Group

Reports To: Keisha Bailey, President

About Bailey Wealth Group

Bailey Wealth Group is a premier financial consulting firm led by renowned Financial Strategist Keisha Bailey. We specialize in delivering high-impact, personalized financial strategies to professionals and business owners across the Caribbean, U.S., and Canada. Our mission is to help clients build, grow, and protect their wealth with clarity and confidence.

Position Summary

We are seeking a detail-oriented and client-focused Wealth Services Coordinator to support our advisory operations and ensure a seamless, white-glove experience for our clients. This dual-function role combines client call booking and calendar management with administrative support throughout the client journey. As the first point of contact, you will help deliver the exceptional service standards that define Bailey Wealth Group.

Key Responsibilities

Client Scheduling & Engagement:

    • Coordinate scheduling of discovery calls, consultations, and follow-up meetings

    • Follow up with leads and inquiries via email, phone, and messaging platforms to confirm appointments

    • Manage the advisor calendar and eliminate scheduling conflicts

    • Send confirmations and reminders to clients ahead of each meeting

    • Track appointment metrics and client progression through the service pipeline

Client Administrative Support:

    • Oversee client onboarding and manage document collection and preparation

    • Maintain accurate client records in CRM and secure file management systems

    • Prepare client meeting notes, financial summaries, and follow-up documentation

    • Liaise with financial institutions, mortgage providers, and insurers to gather or verify information

    • Respond to client inquiries with professionalism and warmth via phone, email, or WhatsApp

    • Support delivery of financial plans, follow-up packages, and ongoing service communication

Qualifications

    • Bachelor’s degree in Business Administration, Finance, or a related field

    • 1–2 years of experience in a client service, scheduling, or administrative role (financial services is a strong asset)

    • Exceptional communication skills, both written and verbal

    • Proficient in Microsoft Office and scheduling tools (e.g., Outlook, Calendly, Google Calendar)

    • Familiarity with CRM systems and digital file sharing platforms

    • Highly organized, detail-oriented, and able to multitask effectively

    • Warm, proactive, and professional demeanor with a client-first approach

What We Offer

    • A collaborative, mission-driven team culture

    • Remote flexibility with room for advancement

    • Mentorship and direct engagement with a leading financial strategist

    • Competitive compensation and performance-based growth opportunities

    • The chance to make a meaningful difference in the financial lives of clients

To Apply:

Please send your resume and a brief cover note to marketing@profitjumpstarter.com with the subject line:

Application – Wealth Services Coordinator