We are seeking a highly organized and detail-oriented Administrative Coordinator to join our team. As an Administrative Coordinator, you will provide exceptional administrative support to our advisors and clients, ensuring the smooth operation of our office. Key responsibilities include:
Key Responsibilities:
* Provide administrative support to our advisors and clients, including scheduling appointments, preparing meeting materials, and maintaining accurate records.
* Manage client relationships, including communication, follow-up, and issue resolution.
* Maintain accurate and up-to-date records, including financial planning databases, client information, and office documents.
* Assist with special projects, such as marketing campaigns, seminar coordination, and office events.
* Develop and implement effective systems for managing tasks, deadlines, and priorities.
* Ensure the office environment is well-maintained and organized.
Requirements:
* Demonstrated ability to work in a fast-paced environment with multiple priorities and deadlines.
* Excellent organizational and time management skills, with attention to detail and accuracy.
* Strong written and verbal communication skills, with ability to communicate effectively with advisors, clients, and other stakeholders.
* Ability to work independently and as part of a team, with a positive and professional attitude.
* Advanced computer skills, including proficiency in Microsoft Office and other relevant software.
About Us:
We are a dynamic and growing organization committed to delivering exceptional service to our clients. We offer a supportive and collaborative work environment, with opportunities for professional growth and development.