Our financial services client is seeking a professional and highly organized Administrative Coordinator to support daily office operations, client service activities and team administration. This role is ideal for someone who thrives in a fast paced environment, communicates effectively and can manage multiple priorities with accuracy and discretion.
Key Responsibilities:
- Provide administrative support to managers, advisors and office leadership
- Coordinate schedules, meetings, appointments and conference calls
- Prepare correspondence, reports, presentations and client-facing documents
- Maintain accurate records, filing systems and confidential documentation
- Assist with onboarding paperwork, internal reports and general office procedures
- Answer phones, route inquiries and provide professional front-line support to clients and vendors
- Support meeting preparation, including materials, agendas and follow-up items
- Track deadlines, manage office calendars and help ensure timely completion of administrative tasks
- Order office supplies and assist with day-to-day office coordination
- Support special projects and additional administrative duties as assigned
Qualifications:
- 2+ years of administrative, office coordination or support experience, preferably in financial services, banking, insurance or professional services
- Strong proficiency in Microsoft Office Suite, including Word, Excel, Outlook and PowerPoint
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- Ability to handle confidential information with professionalism and discretion
- Strong customer service mindset and ability to work in a fast-paced environment
- High school diploma required; associate or bachelor’s degree preferred