Part-Time Operations & Client Experience Manager

About Our Firm

We are a growing financial advisory and insurance firm located in Slidell, LA. We provide structured, relationship\-driven financial guidance to individuals, families, and business owners.

We are seeking a highly organized, detail\-oriented Operations \& Client Experience Manager to help bring structure, consistency, and operational excellence to our client service processes.

This is not a sales position.

This is a systems, organization, and execution role.

What You’ll Do

You will help ensure that nothing falls through the cracks by managing client scheduling, follow\-ups, and internal workflows.

Responsibilities include:

• Maintain and manage annual client review calendar
• Schedule and confirm client appointments
• Track follow\-up tasks and deadlines
• Maintain accurate CRM/client records
• Support new client onboarding checklists
• Monitor case/application progress
• Send client appreciation touches and milestone communications
• Provide weekly status updates to advisors

Who This Role Is Perfect For

This role is ideal for someone who:

• Loves organization, checklists, and structure
• Finds satisfaction in completing tasks and closing loops
• Enjoys consistency and routine rather than constant change
• Is calm, steady, and detail\-oriented
• Wants long\-term stability rather than a sales or leadership path

Qualifications

Required:

• Strong organizational and time\-management skills
• Detail\-oriented and reliable
• Comfortable with technology (email, scheduling tools, spreadsheets, CRM systems)
• Professional written communication skills
• Able to work primarily in\-office in Slidell

Preferred (not required):

• Administrative, executive assistant, banking, insurance, legal, or medical office experience
• CRM experience (Redtail, Salesforce, HubSpot, etc.)

Schedule \& Compensation

• 10–20 hours per week
• Flexible scheduling (primarily daytime hours)
• $22–$26 per hour based on experience
• Opportunity to grow with the firm over time

How to Apply

Please submit your resume and answer the following questions:

Describe the system or method you personally use to track deadlines and tasks.

Tell us about a time you created order out of a disorganized situation.

How do you feel about repetitive weekly processes?

Are you located within easy driving distance of Slidell and able to work primarily in\-office?

Pay: $22\.00 \- $26\.00 per hour

Benefits:

• Flexible schedule
• Professional development assistance

Experience:

• Executive administrative support: 3 years (Preferred)
• CRM software: 1 year (Preferred)

Ability to Commute:

• Slidell, LA 70458 (Required)

Work Location: Hybrid remote in Slidell, LA 70458