Administrative Coordinator

Description

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.

Talent Match®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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