Job Details

We are seeking a reliable, detail-oriented Administrative Coordinator to support our team in delivering exceptional service. You’ll be the backbone of our operations—managing administrative tasks, maintaining client files, and helping us stay organized and compliant.

Responsibilities:

• Act as the first point of contact for administrative support

• Handle scheduling, client onboarding, and document processing

• Maintain accurate digital records and protect confidential information

• Support advisors with daily administrative duties and projects

• Uphold all compliance, privacy, and security standards

• Follow internal policies and procedures as set out by the company

Qualifications:

• Act as the first point of contact for administrative support (financial field preferred)

• Handle scheduling, client onboarding, and document processing

• Maintain accurate digital records and protect confidential information

• Support advisors with daily administrative duties and projects

• Uphold all compliance, privacy, and security standards

• Follow internal policies and procedures as set out by the company