Administrative Coordinator

Administrative Coordinator

We are seeking an organized and detail-oriented Administrative Coordinator to join our financial services team. In this critical role, you will play an integral part in ensuring smooth operational processes, supporting leadership, and managing key administrative functions. This is a fantastic opportunity for a highly motivated individual looking to contribute to the success of a dynamic and fast-paced organization.

Key Responsibilities

• Provide day-to-day administrative support to financial services advisors and executives, including managing calendars, scheduling meetings, and coordinating appointments.
• Prepare and process client documentation, agreements, and sensitive financial information with a focus on accuracy and confidentiality.
• Serve as the first point of contact for clients and stakeholders, delivering excellent customer service and professionally addressing inquiries.
• Coordinate travel arrangements, including flights, accommodations, and itineraries, for department staff as needed.
• Organize and maintain efficient filing systems, both digital and physical.
• Assist with preparing detailed financial reports, presentations, and correspondence.
• Manage and process expense reports and coordinate billing or payment-related tasks.
• Monitor office supply levels, reorder items as needed, and ensure smooth office operations.
• Collaborate with department teams to assist in special projects and ensure deadlines are met.

Requirements