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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.
Job Responsibility:
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:
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
What we offer:
medical, vision, dental, and life and disability insurance