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Financial Advisor & Service Coordinator
Financial Advisor & Service CoordinatorCrawford Thomas Recruiting • East Peoria, IL, United States
Financial Advisor & Service Coordinator

Financial Advisor & Service Coordinator

Crawford Thomas Recruiting • East Peoria, IL, United States
15 days ago
Job type
  • Full-time
Job description

Location : East Peoria, IL (In-Person)

Pay : ~$50,000.00 per year

Job Type : Full-Time

Hours : Monday-Friday, 7 : 30 a.m.-4 : 30 p.m. or 8 : 00 a.m.-5 : 00 p.m.

About the company :

Our client is a boutique, full-service broker-dealer and registered investment advisor with a strong focus on community financial institutions and advisor support. They position themselves as a partner rather than just a product provider, emphasizing service, strategy, growth of non-interest income, and advisor coaching.

About the Role

Come work for a growing financial services company with opportunities for advancement.

  • Our client is seeking a Financial Advisor Service Coordinator who will be responsible for assisting a group of financial advisors with a multitude of tasks.
  • Our client prides themselves in offering outstanding service to our network of financial advisors, and we need a team player who can help us uphold the high standards that we set for our home office team.
  • If you enjoy helping people accomplish great things while working in an exciting, fast-paced environment, this career could be the right fit for you.

Reports to : Operations Manager

Job Overview :

  • The Service Coordinator plays a key role in ensuring smooth operational workflows by managing, processing, and analyzing data to support client service and financial advising activities.
  • This position combines administrative expertise with a strong focus on data accuracy, digital tools, and process optimization.
  • Working closely with advisors, clients, and internal teams, this role ensures information is organized, and service requests are handled with efficiency and professionalism.

    • Essential Functions

  • Process, validate, and maintain client and account data across multiple systems to ensure accuracy and compliance.
  • Prepare and analyze operational, client, and financial data using Microsoft Excel, CRM platforms, and analytics tools; create clear, data-driven reports for advisors and management.
  • Support advisors by proactively resolving operational issues, leveraging data insights to recommend solutions and improvements.
  • Coordinate and track service requests, ensuring timely resolution and effective communication with clients and internal teams.
  • Collaborate with internal teams to improve data workflows, enhance reporting capabilities, and maintain operational efficiencies.
  • Develop and maintain dashboards, visual reports, and presentations for internal and client use.
  • Manage electronic documents, ensuring proper version control, secure storage, and accessibility.
  • Utilize CRM and portfolio management tools (e.g., Morningstar, Wealthscape) to streamline processes and deliver accurate information.
  • Conduct periodic data audits to identify inconsistencies, recommend corrective actions, and improve data integrity.
  • Assist in training team members and advisors on systems, workflow tools, and best practices for information management.
  • Serve as a liaison between departments, integrating feedback and insights to enhance service delivery.
  • Participate in special projects to drive decision-making and process improvement.

    • Skills / Qualifications :

  • Strong data processing, analysis, and reporting skills.
  • Proficiency in Microsoft Office (Excel advanced functions, Word, PowerPoint) and CRM systems.
  • Experience with financial data platforms and reporting tools.
  • Exceptional organizational skills.
  • Strong problem-solving abilities, analytical thinking, and attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to maintain confidentiality and handle sensitive information responsibly.
  • Flexibility to adapt to evolving processes, tools, and technology

    • Compensation & Benefits :

  • Full-time position offering comprehensive benefits, including 401(k) matching, health / dental / vision insurance, HSA, life insurance, paid time off, professional development assistance, and retirement plan.
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    Financial Advisor • East Peoria, IL, United States

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