Administrative Coordinator

Kforce is hiring an Administrative Coordinator for our client in Dallas, TX (3 days onsite). This role supports the Onboarding team by managing shared communications, maintaining Salesforce workflow organization, producing standardized reporting and presentations, and ensuring timely, accurate, executive‑ready materials. Responsibilities Shared Inbox & Communication Management Monitor and manage the shared department inbox, triage, route, and respond to inquiries promptly. Apply communication standards using established templates and guidance. Escalate urgent or complex inquiries to appropriate team members. Ensure continuity of inbox coverage across team assignments. Salesforce Queue & Data Support Maintain Salesforce queues, worklists, and list views for accurate assignment and workflow visibility. Monitor aging items and flag those at risk of delay. Consistently log onboarding‑related communications and activities. Perform routine data validation and cleanup to maintain accuracy. Reporting & Metrics Support Compile and update recurring onboarding reports using established templates and Salesforce data. Track key operational metrics (pipeline activity, volume, service levels). Validate data before distribution and flag discrepancies. Assist in preparing reporting materials for leadership review. Presentation Development Create and maintain PowerPoint presentations for recurring reporting and leadership updates. Translate data into clear, concise visuals (charts, tables, summaries). Ensure alignment with departmental and firm standards. Maintain organized file structure and version control for templates and reports. Requirements 1–3 years of administrative, operations, or coordination experience. Exposure/background working with Broker Dealers (BD) or Registered Investment Advisors (RIA). Proficiency in Microsoft PowerPoint and Excel. Strong organization and time‑management skills. High level of attention to detail and accuracy. Strong written and professional communication skills. Preferred Experience with Salesforce or similar CRM systems. Experience supporting reporting, dashboards, or operational tracking. Exposure to financial services or onboarding operations. Key Competencies Execution and reliability. Organization and prioritization. Clear and professional communication. Attention to detail. Team collaboration and support. Success Metrics Timely and accurate management of shared inbox communications. Organized and up‑to‑date Salesforce queues and records. Accurate and on‑time reporting deliverables. High‑quality, consistent presentation materials. Reliable task execution with minimal oversight. Compensation and Benefits The pay range is the lowest to highest compensation we reasonably, in good faith, believe we would pay at posting for this role. Employee pay is based on factors such as relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract, and business needs. This range may be modified in the future. We offer comprehensive benefits including medical, dental, vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave. Pay is not considered compensation until it is earned, vested, and determinable. The amount and availability of any compensation remain in Kforce's sole discretion until paid and may be modified at its discretion consistent with the law. This job is not eligible for bonuses, incentives, or commissions. Equal Opportunity Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. #J-18808-Ljbffr