Reporting Coordinator

Reporting Coordinator

Location:

St Petersburg, Florida. Base pay range: $20.00/hr - $23.00/hr.

Our client, a well‑known financial services firm, is seeking a Reporting Coordinator.

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service‑first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in‑person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.
• Pull pre‑exam documents for examiners.
• Monitor PCG Examiners Inbox and reply to requests from branches, internal audit, and other various departments.
• Monitor ESS Inbox to document fees & fines submitted by examiners.
• Archive exam documents in Service Center Portal.
• Back‑up assistance provided for phones when examiners are unavailable to take the calls.

• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor with a focus on client satisfaction.
• Comfortable working with high‑net‑worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to fully engage in team meetings, both virtual and in‑person.

Entry level.

Contract.

Administrative.

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