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Office Coordinator

1 month ago

Cedar Park, Texas, United States Magellan Financial & Insurance Services, Inc. Full time

At Magellan Financial & Insurance Services, Inc., we're seeking a highly skilled and organized Office Administrator to join our team. As a key member of our administrative staff, you'll play a critical role in supporting our financial advisors and clients.

Responsibilities:

  • Assist advisors with account openings and client documentation.
  • Manage client records, including trade-related documents and financial applications.
  • Provide exceptional client service, including check processing, address changes, and wire transfers.
  • Support the administrative needs of the office, including answering phones and processing mailings.
  • Identify and escalate any concerns or unusual client activity to the financial advisor or branch manager.

Requirements:

  • Knowledge of administrative processes and office procedures.
  • Basic understanding of the investment brokerage industry and regulatory compliance.
  • Proficient in Microsoft Office and ability to learn new software.
  • Strong time management skills and ability to prioritize tasks.
  • Excellent communication and interpersonal skills.

As an Office Administrator, you'll have the opportunity to work in a dynamic and growing financial services company. If you're a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.