Administrative Coordinator - Close-Knit Financial Services Team

Administrative Coordinator - Close-Knit Financial Services Team


Great opportunity to join a small, tight-knit financial services company that is looking for a positive, high-energy individual to join their team! This is an awesome opportunity for someone who likes to be around people, is welcoming to anyone that comes into the office, and who takes pride in building relationships and doing things the right way. This individual will be the first employee that a client sees when they walk into the building, so having a bright and confident personality will allow you to thrive within this firm.


Key Responsibilities

• Greet clients and create a welcoming office environment
• Answer and direct incoming phone calls in a professional manner
• Schedule meetings, manage calendars, and coordinate appointments
• Prepare and organize client paperwork, documentation and maintain accurate records and files
• Coordinate office supplies, mail, and day-to-day office operations
• Help ensure smooth daily operations within a fast-paced office environment

Join a company that values being a part of a team. In this role, you will work directly with every employee at one point or another, collaborating with them on various projects and tasks that need to get done. Being a great teammate will be a valuable trait to excel in this role. This firm will be counting on you to make a tangible difference to its employees and clients, so being extremely reliable is a key characteristic our client is looking for in an individual. This is a fantastic opportunity for somebody who is looking for a stable and rewarding work experience!

To learn more about this opportunity on a confidential basis, reach out to Tommy Pritchard at Elevate Search Partners, at View phone number on click.appcast.io or View email address on click.appcast.io.

To view all positions open with Elevate Search Partners clients or to connect with us for free resume reviews, market compensation data or complimentary career advisory assistance, visit our website at

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