Administrative Assistant Reception

Administrative Assistant / Client Services Coordinator Launch Your Career in Financial Services

Are you a people person who enjoys staying organized, managing multiple priorities, and creating outstanding customer experiences? We're seeking a professional and detail-oriented Administrative Assistant / Client Services Coordinator to join a growing financial services office.

This is an excellent opportunity for someone looking to build a long-term career in a professional environment while gaining exposure to financial operations, client services, and wealth management. Training is provided, making this a great fit for recent graduates or candidates with strong customer service and administrative experience.

What You'll Do

As the first point of contact for clients, you'll play a key role in delivering an exceptional office experience while supporting advisors and day-to-day operations.

Responsibilities

+ Welcome and assist clients in person, by phone, and via email

+ Create a positive and professional experience for all visitors

+ Coordinate calendars and schedule appointments

+ Prepare meeting materials and assist with client follow-up communications

+ Process account-related administrative requests and documentation

+ Maintain accurate records within CRM and internal systems

+ Support advisors with operational and administrative tasks

+ Communicate with financial institutions and service partners to resolve issues

+ Manage incoming calls and direct inquiries appropriately

+ Assist with office administration, mail processing, document preparation, and special projects

+ Support client appreciation events, educational seminars, and marketing communications

What We're Looking For

Required Qualifications

+ Strong interpersonal and customer service skills

+ Experience scheduling meetings, managing calendars, and coordinating appointments

+ Comfortable handling incoming phone calls and professional communications

+ Exceptional organizational skills and attention to detail

+ Ability to learn new software and technology quickly

+ Proficiency with Microsoft Outlook, Teams, and Office Suite

+ Strong written and verbal communication skills

+ Ability to thrive in a fast-paced environment while managing multiple priorities

Preferred Qualifications

+ Experience in financial services, banking, wealth management, or professional services

+ CRM experience (Salesforce, Wealthbox, Redtail, or similar platforms)

+ Experience processing financial or client documentation

+ Experience in retail, hospitality, banking, or high-volume customer service

+ Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field

+ Interest in emerging technology and AI-powered tools

Why Join Us?

+ Excellent opportunity to enter the financial services industry

+ Comprehensive training and professional development

+ Gain hands-on exposure to wealth management operations and client support

+ Work closely with experienced professionals in a collaborative environment

+ Develop valuable skills in financial systems, account administration, and client relationship management

+ Potential for long-term career growth and advancement

Ideal Candidate

We're looking for someone who is professional, dependable, client-focused, and eager to learn. If you enjoy helping people, staying organized, and working in a collaborative office environment, we'd love to hear from you.

Apply today to take the next step in your administrative or client services career.

Job Type & Location

This is a Contract position based out of Council Bluffs, IA.

Pay and Benefits

The pay range for this position is $22.00 - $22.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or…