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Administrative Coordinator
2 weeks ago
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.
