Administrative Coordinator

C2 Private Wealth; Columbia Township (MO); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k)

Bonus

Health insurance

Vision insurance

Paid time off

Job summary

C2 Private Wealth in Columbia, MO is seeking an Administrative Coordinator to support clients and team while helping keep the office running smoothly.

The ideal candidate is dependable, proactive, detail-oriented, and self-motivated, with the ability to work independently and collaborate with others. Prior office experience is helpful; financial services experience is a plus but not required. Proficiency with Microsoft Office Suite and CRM platforms is valued.

Qualifications

• Associate degree or equivalent education and/or professional experience.
• Previous administrative or office experience preferred.
• Financial services industry experience is a plus, but not required.
• Proficiency with Microsoft Office Suite.
• Comfortable learning and working across multiple software platforms.
• Salesforce or other CRM experience is a plus.

Responsibilities

• Provide front desk coverage and create a welcoming experience for clients and visitors.
• Manage a busy multi-line phone system and direct calls appropriately.
• Handle incoming and outgoing mail, packages, and shipments.
• Help maintain an organized, professional, and welcoming office environment.
• Organize, scan, and maintain electronic and physical client files.
• Enter and update client information in our CRM throughout the onboarding process.
• Manage and track workflows within our CRM system.
• Assist with gathering client documents and information, including statements and personal information.
• Navigate multiple software platforms to cross-reference and process client and business information.
• Collaborate with team members to respond to client questions and requests accurately and promptly.
• Escalate client or operational matters to the appropriate team member when needed.
• Ensure assigned tasks and activities are properly documented and tracked through our internal systems.

Skills

Strong organizational skills

Time management

Detail oriented

Independent worker

Team oriented

Education

Associate degree or equivalent education

Tools

Microsoft Office Suite

CRM experience (Salesforce)

Job description

Join Our Growing Team & Make an Impact Every Day

Are you organized, dependable, and someone who enjoys helping both clients and teammates succeed? We’re looking for an Administrative Coordinator to join our growing team in Columbia, Missouri.

We are a fast-growing Registered Investment Advisor (RIA) providing comprehensive wealth management and financial planning services. Our approach goes beyond traditional investment management and includes tax planning, estate planning, charitable planning, Social Security planning, and retirement strategies. Through strong relationships with CPAs, attorneys, and other professionals, we help our clients build coordinated financial plans designed around their goals.

This is a great opportunity for someone who enjoys a professional, team-oriented environment, takes pride in staying organized, and is comfortable managing multiple priorities throughout the day.

About the Role

As an Administrative Coordinator, you will play an important role in supporting our clients and team while helping keep our Columbia office running smoothly. The ideal candidate is dependable, proactive, detail-oriented, and self-motivated, with the ability to work independently while also collaborating with others.

Previous office experience is helpful, and experience in the financial services industry is a plus, but we are also interested in candidates who are eager to learn and grow with us.

Location & Schedule

• Location: Columbia, MO - In Office
• Schedule: Monday through Friday, 9:00 AM-5:00 PM
• Employment Type: Full-Time

What You’ll Do

• Provide front desk coverage and create a welcoming experience for clients and visitors.
• Manage a busy multi-line phone system and direct calls appropriately.
• Handle incoming and outgoing mail, packages, and shipments.
• Help maintain an organized, professional, and welcoming office environment.
• Organize, scan, and maintain electronic and physical client files.
• Enter and update client information in our CRM throughout the onboarding process.
• Manage and track workflows within our CRM system.
• Assist with gathering client documents and information, including statements and personal information.
• Navigate multiple software platforms to cross-reference and process client and business information.
• Collaborate with team members to respond to client questions and requests accurately and promptly.
• Escalate client or operational matters to the appropriate team member when needed.
• Ensure assigned tasks and activities are properly documented and tracked through our internal systems.

What We’re Looking For

• Associate degree or equivalent education and/or professional experience.
• Previous administrative or office experience preferred.
• Financial services industry experience is a plus, but not required.
• Proficiency with Microsoft Office Suite.
• Comfortable learning and working across multiple software platforms.
• Salesforce or other CRM experience is a plus.

Skills That Will Help You Succeed

• Strong organizational and time-management skills.
• High attention to detail and accuracy.
• Dependable and consistent follow-through.
• Ability to prioritize and manage multiple responsibilities.
• Proactive approach to solving problems and completing tasks.
• Positive, professional, and team-oriented attitude.
• Ability to work independently with minimal supervision.

We value our team and offer a competitive benefits package that includes:

• 401(k)
• Bonus
• Health insurance
• Vision insurance
• Paid time off