Client Success & Admin Coordinator - Wealth Services

The SKG Team at Barnum Financial Group; Village of Elmsford (NY); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

The SKG Team at Barnum Financial Group in Elmsford, NY, is seeking an organized administrative assistant with a financial services background to support advisors and clients. You’ll handle phones, scheduling, calendar management, and CRM data entry while contributing to marketing projects in a fast-paced environment.

Ideal candidates have 2+ years admin experience, a degree, and strong MS Office skills; familiarity with TaxDome or Salesforce is a plus.

Qualifications

• At least two years administrative experience.
• Experience in financial services preferred.
• Strong written and verbal communication.
• Proficiency with MS Office required.

Responsibilities

• Answering phones and directing calls.
• Email management and response.
• Appointment scheduling via phone and e-mail.
• Management of multiple advisor calendars.
• Documenting information in client management system.
• Implementing and executing a tiered client service model.

Skills

Administrative experience

Phone & scheduling

Client communication

Office software

Education

Bachelor's Degree

Associate's Degree

Tools

Salesforce

TaxDome

Excel

Word

Outlook

Job description

The SKG Team at Barnum Financial Group in Elmsford, NY, is seeking an organized administrative assistant with a financial services background to support advisors and clients. You’ll handle phones, scheduling, calendar management, and CRM data entry while contributing to marketing projects in a fast-paced environment.

Ideal candidates have 2+ years admin experience, a degree, and strong MS Office skills; familiarity with TaxDome or Salesforce is a plus.