Administrative Coordinator Patchogue, NY

Financial Services Administrative Coordinator

We are seeking a detail-oriented Financial Services Administrative Coordinator to support daily office operations while serving as the first point of contact for clients and visitors. This role combines receptionist, administrative assistant, and office support responsibilities, making it ideal for someone who thrives in a client-facing environment and enjoys creating a professional, welcoming office experience.

Key Responsibilities:

• Greet clients, visitors, and vendors in a professional and courteous manner and serve as the face of the office.
• Answer and direct incoming phone calls, emails, and other communications promptly and professionally.
• Manage front desk operations, including maintaining reception and common areas to ensure a polished and organized appearance.
• Provide administrative support to financial advisors and office leadership, including scheduling meetings, preparing documents, and handling correspondence.
• Coordinate calendars, appointments, client meetings, and conference room scheduling.
• Assist with client onboarding, account paperwork, document collection, and file maintenance while ensuring accuracy and confidentiality.
• Support office operations by ordering supplies, managing mail and deliveries, scanning and filing documents, and assisting with special projects.
• Maintain accurate client records and help ensure compliance with internal policies and financial services procedures.
• Prepare presentations, reports, and other materials as needed for meetings and client interactions.
• Foster a positive client experience by anticipating needs, responding to requests, and maintaining a high level of professionalism and discretion.