Office & Client Service Administrator

KSI•Hiawatha, IA

3d•Onsite

About The Position

Our client, a Financial Wealth Management team, is seeking a detail-oriented and process-driven Office & Client Service Administrator to oversee back-office operations, client account management, and workflow efficiency in their office in Hiawatha, IA. This role is essential in ensuring the firm's daily operations run smoothly, while also managing client support functions and compliance processes. While a financial license is not required, the ideal candidate must be willing to obtain licensing to provide enhanced support to the financial advisors and clients.

Requirements

At least 3 years of administrative experience, preferably in financial services or professional office settings.
Strong technical proficiency with Microsoft Office (Word, Excel, Outlook), Adobe Acrobat, and CRM systems (Salesforce preferred).
Process-oriented mindset, with the ability to optimize office workflows and manage complex administrative functions.
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities.
Strong problem-solving ability, with a proactive approach to identifying and addressing inefficiencies.
High level of discretion and confidentiality when handling financial documents and client transactions.
Willingness to obtain financial licensing to enhance administrative and client support capabilities.
Professional, polished, and client-focused demeanor, ensuring high-quality service delivery.

Responsibilities

Manage and improve daily office operations, workflows, and administrative processes.
Maintain and oversee client records, agreements, and confidential transaction paperwork.
Ensure accuracy in client data entry and financial documentation within the firm’s CRM system (Salesforce).
Implement process improvements to enhance office efficiency and client service delivery.
Troubleshoot operational challenges and implement proactive solutions.
Oversee compliance-related administrative tasks, ensuring all documentation and processes adhere to industry regulations.
Schedule and prepare client meetings, investment proposals, and advisor consultations.
Serve as a trusted point of contact for client inquiries, ensuring timely resolution of concerns.
Assist clients in utilizing the firm’s financial tools and technology platforms.
Facilitate insurance processing and servicing, ensuring accuracy and efficiency.
Coordinate marketing initiatives, client engagement activities, and event planning.
Represent the firm’s strategic brand and commitment to excellence in client service.