In-Office Administrative Coordinator — Client & Office Support Pro

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

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.