Financial Services Firm Administrator Onsite Salary: $80,000 - $100,000
About the Role We are seeking a highly organized and detail-oriented Firm Administrator to support the day-to-day operations of a well established financial services firm. This person will play an important role in keeping the office running efficiently while providing exceptional administrative and client support.
Key Responsibilities
- Provide administrative and operational support to the firm as well as accounting and HR responsiblities.
- Coordinate client meetings, calendars, appointments, and office communications
- Assist with client onboarding, account paperwork, documentation, and follow-up
- Maintain accurate and confidential client records and files
- Prepare reports, presentations, correspondence, and other client materials
- Process invoices, expenses, and other basic administrative/financial functions
- Coordinate with custodians, investment firms, vendors, and other third parties
- Monitor office supplies, vendors, and general office operations
- Assist with compliance-related documentation and recordkeeping
- Handle incoming calls, emails, and client inquiries with professionalism and discretion
- Support special projects and process improvements as needed
Qualifications
- 7+ years of administrative, office management, or financial services experience preferred
- Experience in a financial advisory, wealth management, banking, insurance, or professional services environment is a plus
- Strong organizational and time-management skills
- Excellent written and verbal communication skills
- High level of attention to detail and accuracy
- Strong Microsoft Office skills, particularly Outlook and Excel
- Ability to handle confidential and sensitive information
- Professional, dependable, and client-service-oriented
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.