Site Coordinator

The Advisor & Site Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Firm is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.Key responsibilities include assisting the advisor with administrative support, scheduling, completion of applications, and collaboration with internal departments. It also involves the day to day compliance operations for the Site.Duties and ResponsibilitiesVisitor Management: direct visitors by utilizing resources strategicallyOversee conference room scheduling electronically, through use of OutlookOversee local facilities issues and escalate if neededAdministrative responsibilities for associates when neededSecurely quality check and manage interoffice processesManage and trouble shoot office IT machines when necessaryManage daily incoming and outgoing mail to ensure compliance standardsAssist with New Associate onboarding and logisticsHandle incoming calls in a friendly and professional mannerSchedule and confirm appointments in a timely manner Assist with file prep, paper filing and larger mailingsProactively manage internal platforms and systems so FSRs client information is up to date and accurateAccurately complete, submit, and follow up on status of all new business applications Act as direct liaison between Financial Advisor and clients Provide ad hoc support on assigned projects and any escalationsQualificationsExcellent verbal and written communication skillsExceptionally professional and organizedComfortable in a fast-paced environmentAbility to collaborate with others, build and maintain relationshipsAbility to use discretion and maintain client confidentialityClient-first attitude Proficiency in Microsoft OfficeExperience in Salesforce is a plusLife, Accident, and Health License and/or Finra Registrations are a plus

Created: 2025-02-04