Overview
Administrative Associate Jobs in Williamsburg, VA at Sentara Healthcare
Position Title: Client Care Coordinator / Office Administrator
Why Join Strategic Financial Group?
At Strategic Financial Group, we’re more than a financial services firm—we’re a team grounded in integrity, built on family values, and united by a deep commitment to our clients. We cultivate a collaborative culture that champions personal and professional growth, continuous learning, and work-life balance.
Here, trust and loyalty aren’t just values—they’re the standard. You’ll play a key role in delivering exceptional service, demonstrating attention to detail, and contributing your energy and drive to a team that’s passionate about making a difference.
Enjoy a consistent 35-hour workweek (Monday–Friday), generous benefits, performance-based bonuses, and the potential for 401(k) participation. If you’re ready to grow, contribute, and be part of something meaningful—we’d love to meet you.
Compensation & Benefits:
Competitive Salary – Based on experience, skills, and qualifications
Paid Time Off – Generous PTO and paid holidays to support work-life balance
Retirement Plan with Company Match – Plan for your future with employer contributions
Quarterly Profit Sharing Bonuses – Share in the success of our growing firm
About Us: Strategic Financial Group is a dynamic and client-focused firm specializing in financial and retirement planning. We also provide expert guidance to Medicare-eligible individuals, helping them select supplemental plans that best suit their needs. As we continue to grow, we are seeking a highly motivated and service-oriented Client Care Coordinator / Office Administrator to join our Otsego office.
Position Summary:
This position is ideal for a professional who thrives in a fast-paced, client-centric environment. You’ll play a vital part in delivering outstanding administrative and client support, ensuring seamless office operations, and helping us maintain our high standards of service.
This role requires discretion, strong organizational skills, attention to detail, and the ability to communicate effectively across diverse client and team interactions.
Key Responsibilities:
Client Support & Communication
Greet clients warmly and create a welcoming atmosphere in person and over the phone
Confirm appointments, manage follow-ups, and communicate proactively with clients
Maintain consistent outreach to clients to ensure satisfaction and address inquiries
Assist with policy-related questions, updates, and changes
Administrative & Office Management
Perform general administrative duties such as scanning, electronic filing, and document organization
Coordinate daily schedules and maintain calendars for the team to meet key milestones and deadlines
Prepare materials for team meetings and client consultations
Create and send personalized video email communications
Operational & Technical Support
Process financial and insurance applications accurately and efficiently
Manage CRM data: input new clients, maintain up-to-date records, and oversee task and calendar management
Assist with special projects, as assigned
Manage and schedule content for social media platforms
Technology Proficiency
Utilize Microsoft Office (Word, Excel, PowerPoint) and Google Workspace tools effectively
Comfort with technology and willingness to learn new platforms
Preferred Qualifications:
Personality & Soft Skills
Professionalism and discretion when handling sensitive information
Strong attention to detail with a commitment to excellence
Outstanding communication skills, both written and verbal
Positive, can-do attitude with a strong work ethic and willingness to learn
Ability to work proactively and independently while managing multiple priorities
Comfortable working with retirees and pre-retirees in a financial services environment
Education & Experience
Associate’s or Bachelor’s degree preferred
2+ years of administrative or office experience preferred
Experience in financial services or insurance industry a plus
Insurance license is a bonus, but not required
Job Type: Full-time
Pay: $45,000.00 – $60,000.00 per year
Benefits:
401(k)
401(k) matching
Paid time off
Schedule:
Monday to Friday
Ability to Commute:
Elk River, MN 55330 (Required)
Work Location: In person
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Title: Administrative Associate
Company: Sentara Healthcare
Location: Williamsburg, VA
