Coordinator, Client Services & Operations (Fort Lauderdale)

At FirstPointe Advisors, we deliver more than property tax expertise we deliver confidence.

Our clients trust us to simplify complexity, meet every deadline, and uphold the highest standards of accuracy and service.

Were seeking a Coordinator, Client Services & Operations to join our growing team. In this role, youll be the operational cornerstone of the firm maintaining the systems, processes, and relationships that keep everything running seamlessly. Its a role for someone who values precision, takes pride in their work, and thrives in a collaborative, professional environment.

What Youll Do

Serve as a firm ambassador, ensuring timely, professional communication with clients and partners.

Maintain the firms calendars, appeal schedules, and key operational reports.

Update and manage client databases to ensure accuracy across all appeal statuses and deliverables.

Prepare and refine client reports, supporting documentation, and appeal materials.

Coordinate with taxing authorities to obtain valuation data and required documentation.

Support billing, collections, and invoicing processes through accurate record-keeping and follow-up.

Provide administrative and logistical support to team members, including travel coordination and firm events.

Handle confidential client and financial information with discretion and professionalism.

What Success Looks Like

Consistent accuracy in client records, calendars, and documentation.

Proactive communication and reliable follow-through across teams and stakeholders.

A reputation for professionalism, organization, and dependability.

Demonstrated ability to prioritize, anticipate needs, and manage multiple projects simultaneously.

Continuous growth in operational efficiency and knowledge of firm systems and processes.

Who You Are

24 years of administrative or client services experience, ideally in a professional or financial services firm.

High school diploma or GED required; Associates degree preferred.

Proficient in Microsoft Office Suite; intermediate excel highly preferred.

Highly organized, detail-oriented, and comfortable managing multiple priorities.

Professional, dependable, and dedicated to maintaining a high standard of excellence.

Self-motivated, with strong initiative and a collaborative approach to problem-solving.

Why Join Us

At FirstPointe Advisors, youll be part of a firm that values integrity, precision, and partnership. We combine national expertise with a regional focus, providing clients with exceptional property tax guidance and our people with meaningful opportunities to grow.

As a Coordinator, youll gain insight into every facet of our operations from client service to financial processes while developing a strong foundation for future advancement within the firm. Your attention to detail and reliability will directly support our mission to deliver outstanding results to every client, every time.