About the role
Wealth Creators Live | Operations Team
Love keeping things organized, catching the small details, and helping a team run smoothly? This could be your next opportunity!
We’re looking for a Client Success Admin to keep our documents, member records, and workflows accurate and organized so our Client Success team can focus on supporting members.
What you’ll do:
-Turn meeting transcripts into Plan documents using AI-assisted tools and approved templates.
-Coordinate with Wealth Guides to review and finalize documents.
-Keep member records, rosters, and files accurate and up to date.
-Maintain Client Success trackers and the Customer Engagement sheet.
-Organize notes and documents for seamless internal handoffs.
This is a fully back-office role with no direct member contact.
You’ll be a great fit if you:
-Have experience in admin support, data entry, or client success operations.
-Are detail-oriented and comfortable with spreadsheets and digital tools.
-Can manage deadlines and communicate clearly with teammates.
-Handle confidential information responsibly.
-Have a Builder mindset—you enjoy improving workflows and adapting as tools and processes evolve.
Help us build better systems as we grow. Your work will help the team stay organized, prepared, and focused on delivering a great member experience.
Interested?