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Administrative Coordinator

2 weeks ago

Vestavia Hills, AL, United States Alabama Staffing Full time
Client Services Administrative Coordinator

We are seeking a highly organized and proactive Client Services Administrative Coordinator to support our advisors and clients. This multi-faceted role is ideal for someone who thrives in a dynamic environment and enjoys a variety of administrative and client service responsibilities.

Key Responsibilities:

  • Answer and direct incoming calls; assist or route as needed.
  • Schedule and coordinate calendar appointments for Advisors.
  • Handle mail processing, including client statements and special mailings.
  • Order, stock, and manage office supplies.
  • Prepare labels for files and packages; process UPS shipments.
  • Organize, scan, file, copy, and maintain client paperwork.
  • Update and maintain client data in Redtail CRM.
  • Process check deposits and client money movement requests.
  • Support social media and client newsletter activities with PR firm.
  • Prepare reports and documents as requested by Advisors.
  • Communicate with broker/dealer and product providers.
  • Use web tools to manage client requests and business processes.
  • Resolve or escalate client issues and service inquiries.
  • Assist with event planning and client correspondence.
  • Maintain broker records, logs, and office technology.
  • Perform additional client service and administrative tasks as assigned.

Requirements Qualifications:

  • Proven experience in office administration or client service (financial services background a plus).
  • Proficiency with office software and CRM systems (experience with Redtail preferred).
  • Strong organizational, communication, and multitasking skills.
  • Positive attitude, adaptability, and attention to detail.