Client Care

**What We Offer**
Competitive pay: $30-$31/hour (approx. $40,000/year equivalent)
Eligibility for quarterly bonuses
15 paid vacation days annually (prorated based on hours worked)
- **We need a detail-loving, client-focused go-getter who excels in delivering exceptional client service in a people-centered environment (and doesn’t mind a few wagging tails)**_
- **Who we are?**_

At Steady Gait Planning Inc., our main focus is on providing financial advice, guidance, and recommendations to veterinary professionals at each stage of your practice as you work to build a secure financial future.

We leverage our passion for wellness and women entrepreneurship to deliver a unique experience for our clients and pride ourselves on thinking outside the norm.
- **Your Job**_

**Client Care & Administrative Assistant**:

- Location: In-office | Part-Time (25-30 hours/week, Mon-Thurs)_

Steady Gait Planning is a financial planning practice dedicated to serving veterinary professionals. We are seeking a highly detail-oriented, service-driven professional to join our team as a **Client Care & Administrative Assistant**. This role offers a dynamic blend of client service, administrative support, and light financial administrative duties in a collaborative, client-facing environment.

You will be the welcoming face and organizational hub of our office—supporting client communications, assisting with operational tasks, and ensuring every client interaction reflects our commitment to care, professionalism, and trust. This role is perfect for someone who thrives on helping others, enjoys structure, and is energized by working with a passionate, pet-loving team.

**Key Responsibilities**
- Act as the first point of contact for client inquiries, providing professional and timely responses
- Schedule and manage appointments, including sending Zoom links and calendar invites
- Communicate with clients using pre-approved templates and established office procedures
- Prepare and organize materials for client meetings, including new account documentation
- Manage incoming and outgoing mail, and maintain office supplies as needed
- Support file organization, document preparation, and administrative record keeping
- Ensure confidentiality when handling sensitive client and business information
- Collaborate with the team to support smooth daily operations and client service delivery

**Your Experience and Skills**
- Diploma in Business, Financial Services, or a related field
- Minimum 2 years of experience in administrative and customer service roles, ideally within a financial planning or insurance practice
- Proficiency in CRM systems—Maximizer experience preferred
- Familiarity with DocuSign and electronic document handling
- Strong Microsoft Office Suite skills, especially Excel and Outlook
- Exceptionally organized, with excellent attention to detail and time management
- Confident working independently while contributing to a supportive team
- Outstanding customer service skills and a client-first attitude
- Must be comfortable in an office environment with excitable dogs

**Bonus Points if You Have**
- Interest or experience in veterinary medicine or practices
- Mental Health First Aid training

**Additional Information**
- Due to the nature of this position and access to confidential financial information, a criminal background check is required
- This is an **in-office position**
- **What We Offer**_
- Flexible and supportive team culture
- Occasional team events or bonding activities
- Eligibility for quarterly bonuses
- 15 paid vacation days annually (prorated based on hours worked)

**Job Types**: Part-time, Permanent

Pay: $30.00-$31.00 per hour

Expected hours: 25 - 30 per week

**Benefits**:

- On-site parking
- Paid time off

Work Location: In person

Application deadline: 2025-07-25