Administrative Coordinator - Financial Services Hub

Placements24; Willows (CA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Fully remote

Competitive salary

Professional development

Remote collaboration

Career growth

Job summary

Placements24 seeks an Administrative Coordinator to join a fully remote team in the financial services sector. You will provide essential administrative support, coordinate meetings, maintain records, and ensure accurate reporting and communications in a fast-paced virtual setting.

The role requires exceptional organizational skills, attention to detail, and the ability to work autonomously from a home office while maintaining professional client interactions.

Qualifications

• Experience in administrative or coordination roles, preferably in financial services.
• Excellent organizational and multitasking abilities with keen attention to detail.
• Proficient with MS Office (Word, Excel, PowerPoint, Outlook) and familiarity with financial software/CRM is a plus.
• Clear written and verbal communication suited to remote professional interaction.
• Ability to work autonomously, manage time effectively, and meet deadlines remotely.
• High school diploma or equivalent; further admin certifications are advantageous.

Responsibilities

• Provide comprehensive administrative support to the finance team and daily operations.
• Coordinate meetings using virtual conferencing tools and manage calendars.
• Maintain electronic filing and up-to-date records for financial documents.
• Prepare reports, presentations, and correspondence with high accuracy and formatting.
• Assist with onboarding and data entry for client databases and internal systems.
• Support project timelines and track progress of financial initiatives.

Skills

Organizational skills

Multitasking

Communication skills

MS Office Suite

CRM software

Education

High school diploma

Admin certifications (advantage)

Tools

CRM software

Job description

About the Role

Our client, a respected entity within the financial services sector, is seeking a dedicated Administrative Coordinator to join their remote team. This position is crucial for maintaining the operational efficiency of the finance department, supporting various administrative functions that underpin our client's success. The ideal candidate will be exceptionally organized, detail-oriented, and possess strong communication skills, thriving in a virtual, fast-paced setting. You will play a key role in ensuring that all administrative processes are handled with precision and professionalism. This is a unique opportunity to contribute your administrative expertise to a well-established firm from the comfort of your home office. We are committed to building a high-performing remote workforce and providing a supportive environment for professional growth. Your role will be integral to our client's ability to deliver exceptional service and maintain strong client relationships.

Key Responsibilities

• Provide comprehensive administrative support to the financial services team, managing daily operational tasks.
• Coordinate and schedule meetings, both internal and external, using virtual conferencing tools.
• Manage electronic filing systems and ensure accurate, up-to-date record-keeping for all financial documentation.
• Prepare and format reports, presentations, and correspondence with a high degree of accuracy.
• Process and track incoming and outgoing mail and deliveries for the remote team.
• Assist with data entry and the maintenance of client databases and internal systems.
• Respond to inquiries from clients and internal staff in a professional and timely manner.
• Support the onboarding process for new team members, ensuring all administrative requirements are met.
• Assist in coordinating project timelines and tracking progress of financial initiatives.
• Maintain office supplies and manage vendor relationships for remote operational needs.

Requirements

• Proven experience in an administrative or coordination role, preferably within financial services or a related field.
• Exceptional organizational and multitasking abilities, with a keen eye for detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with financial software or CRM systems is a plus.
• Excellent written and verbal communication skills, suitable for remote professional interaction.
• Ability to work autonomously, manage time effectively, and meet deadlines in a remote work environment.
• Strong problem-solving skills and a proactive approach to task management.
• High school diploma or equivalent; further education or certifications in administration are advantageous.
• Must have a reliable internet connection and a dedicated workspace for remote work.
• Experience with virtual collaboration tools and remote work platforms is essential.

Benefits

• Fully remote position offering significant work-life balance.
• Competitive salary reflecting your expertise and experience.
• Opportunity to work within a reputable financial services organization.
• Access to ongoing professional development and training resources.
• Be part of a collaborative and supportive remote team.
• Contribute to a company that values efficiency and client satisfaction.
• Career advancement prospects within a stable industry.