Administrative Coordinator

1 month ago


Rye Brook, New York, United States Madison Approach Full time
Job Title: Administrative Assistant

We are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Madison Approach. As an Administrative Assistant, you will provide exceptional support to our financial advisors, ensuring seamless day-to-day operations and exceptional client experiences.

Key Responsibilities:
  • Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing correspondence.
  • Manage client relationships, including meeting preparation, follow-up, and communication.
  • Assist with special projects, such as creating marketing materials, updating CRM systems, and preparing reports.
  • Maintain accurate and up-to-date client files, including contact information, account details, and correspondence.
  • Provide exceptional customer service, responding to client inquiries, and resolving issues in a timely and professional manner.
  • Collaborate with the team to implement annual marketing plans, develop client communications, and manage social media presence.
  • Perform various administrative tasks, including data entry, filing, and photocopying.
Requirements:
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Minimum 2 years of administrative experience, preferably in a financial services or wealth management setting.
  • Excellent communication, organizational, and time management skills.
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook.
  • Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
  • Strong attention to detail, accuracy, and confidentiality.
What We Offer:
  • A competitive salary range of $60-70K.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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