Client Service Administrator

About the role

Support a Financial Advisor by delivering exceptional client service and ensuring smooth daily office operations.

Responsibilities

• Manage day-to-day branch administration, including client inquiries and appointment scheduling
• Prepare and maintain accurate account documentation and records, ensuring regulatory compliance
• Process client transactions and documentation with attention to detail and data integrity
• Coordinate client reviews and assist with related client service activities
• Support local client engagement efforts, including event coordination
• Handle operational tasks that uphold exceptional service standards and professional communication

Qualifications & Skills

• Strong organizational skills and ability to manage multiple administrative tasks
• High accuracy and attention to detail for documentation and compliance
• Excellent client service, communication, and professionalism
• Comfort with administrative systems, records management, and transaction processing