Office Administrator

Administrative Coordinator Financial Services

Salary Range: $45,000 $55,000 annually

We are looking for a detail-oriented and professional individual to join our financial services team in a full-time administrative role. This position supports client-facing professionals, ensures regulatory compliance, and contributes to the smooth operation of daily office activities.

Key Responsibilities:

• Provide administrative support to financial advisors and internal staff
• Greet and assist clients during in-office visits with professionalism and warmth
• Coordinate schedules, manage calendars, and send appointment reminders
• Maintain secure and accurate client records using CRM and financial platforms
• Handle client communications via phone, email, and mail
• Ensure all compliance-related documentation is properly completed and maintained
• Perform general office duties including document management and data entry

Qualifications:

• Minimum of 2 years of administrative experience (experience in financial services preferred)
• Strong organizational skills and attention to detail
• Excellent written and verbal communication abilities
• High level of professionalism and discretion with sensitive information
• Ability to manage multiple tasks and meet deadlines effectively
• Familiarity with financial industry regulations (e.g., FINRA, SEC) is a plus
• Proficiency in Microsoft Office and ability to learn CRM systems

Work Schedule: Monday through Friday, 8:00 AM to 5:00 PM

What We Offer:

• Competitive salary and onboarding support
• Opportunities for career growth and skill development
• A collaborative and supportive team environment
• Exposure to a dynamic, client-focused financial practice