Administrative Assistant Reception
About The Position
The Administrative Assistant / Client Services Coordinator is the first point of contact for clients and helps deliver a professional office experience while supporting financial advisors and daily operations. The role offers exposure to financial operations, client services, and wealth management, with training provided. It is suited to someone interested in building a long-term career in a professional environment. This is a contract position based onsite in Council Bluffs, Iowa. The listed pay range is $22.00 per hour. Individual compensation depends on factors including qualifications, skills, relevant experience, job knowledge, geographic location, and internal equity. Benefits may be available to eligible workers and may include medical, dental, and vision coverage; critical illness, accident, and hospital coverage; a 401(k) plan; life and disability insurance; an HSA; transportation benefits; an Employee Assistance Program; and time off or leave.
Requirements
- Strong interpersonal and customer service skills.
- Experience scheduling meetings, managing calendars, and coordinating appointments.
- Comfort handling incoming phone calls and professional communications.
- Exceptional organizational skills and attention to detail.
- Ability to learn new software and technology quickly.
- Proficiency with Microsoft Outlook, Teams, and Office Suite.
- Strong written and verbal communication skills.
- Ability to thrive in a fast-paced environment while managing multiple priorities.
Nice To Haves
- Experience in financial services, banking, wealth management, or professional services.
- CRM experience with Salesforce, Wealthbox, Redtail, or similar platforms.
- Experience processing financial or client documentation.
- Experience in retail, hospitality, banking, or high-volume customer service.
- Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field.
- Interest in emerging technology and AI-powered tools.
Responsibilities
- Welcome and assist clients in person, by phone, and by email.
- Create a positive and professional experience for visitors.
- Coordinate calendars and schedule appointments.
- Prepare meeting materials and assist with client follow-up communications.
- Process account-related administrative requests and documentation.
- Maintain accurate records in CRM and internal systems.
- Support advisors with operational and administrative tasks.
- Communicate with financial institutions and service partners to resolve issues.
- Manage incoming calls and direct inquiries appropriately.
- Assist with office administration, mail processing, document preparation, and special projects.
- Support client appreciation events, educational seminars, and marketing communications.
Benefits
- Medical, dental, and vision coverage, if eligible.
- Critical illness, accident, and hospital coverage, if eligible.
- 401(k) retirement plan with pre-tax and Roth post-tax contributions available, if eligible.
- Voluntary life and AD&D insurance for the employee and dependents, if eligible.
- Short- and long-term disability coverage, if eligible.
- Health Spending Account (HSA), if eligible.
- Transportation benefits, if eligible.
- Employee Assistance Program, if eligible.
- Time off or leave, including PTO, vacation, or sick leave, if eligible.
- Comprehensive training and professional development.
- Potential for long-term career growth and advancement.
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
