Service Coordinator/Administrator - Full-time / Part-time

Part Time Administrative Service Coordinator

Our Northern Lake County client seeks the talent of a financial administrative service coordinator.  They offer a great team culture within the financial industry with the goal to exceed client expectations.  Pay of $17-$25/hour depending on skills and experience.  This position is 30 hours/week with schedule flexibility. 

Responsibilities:

• Support financial advisors with meeting preparation, service tasks such as client distribution/withdrawal requests, and information change.
• Complete all new business paperwork preparation and processing including tracking and execution of und distributions to ensure client satisfaction.
• Communication with clients via email and phones to update process of service tasks requested and face to face interaction when needed.
• Ensure a great client experience by handling all information requests to allow advisors to focus on sales.
• Engage in time management and process effectiveness throughout the day and establish priority tasks.
• Communicate effective with fund companies and deliver paperwork and processes accurately and on time.
• Work with CRM, MS and printing systems to execute responsibilities.
• Work with phones daily and reception relief as needed for breaks.

Requirements:

• 3-7 years experience working within the financial industry in an administrative role.
• MS Office-Word, Outlook, PowerPoint, Excel (formula proficiency), CRM-Salesforce, broker dealer platform, laser printers
• Process oriented with a high attention to detail, organized, ability to learn quickly, resourceful, great follow up skills and follow through of all tasks.
• Ability to navigate amongst multiple software platforms to support needs of financial advisors and clients.
• Excellence in communication and written skills with a professional demeanor and presentation.
• Experienced with high confidentiality and sensitive customer information. 
• Understand, support and follow through with all tasks in a timely fashion to support advisors and clients. 

Why work for our client?  They offer a fast paced team focused environment with a positive daily focus.  Send resume to