Firm Adminsitrator - Financial Services

Firm Administrator
- Financial Services

Birmingham, AL, US On-site Professional Services
- Other Vaco $USD 80000 - 100000 Direct Hire

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 responsibilities.
• 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.